Anima Evoluzione Bilanciato 2022

Last NAV 11.10.19
5.105
Performance YTD 11.10.19
+ 6.3 %
AUM 11.10.19
79.8 mln €
AUM class default 11.10.19
79.8 mln €

Identity Card
Line
Solutions
System
Fondi a Scadenza
Macrocategory
Balanced
Assogestioni Category
Balanced Bond
Country
Italia
Inception date
19.05.17
ISIN code
IT0005248684
IBAN code
IT69R0347901600000801121600

Risk/return profile
The Fund has been classified in risk/reward class 4, because the annualized volatility of the weekly returns of the Class over the last five years (estimated using the returns of another Class where the actual Class’ returns are not available) is equal to or greater than 5% and less than 10%.
Category may change over time For further details about risk profile please check the KIID

Rating profile
 
 
CFS Cost Rating

Overview

Investment Objective
Please read the corresponding Italian web page for the investment policy of the fund

Management style


This fund compares allocation choices and performances with an index or a reference basket (benchmark):
70.0%
Mercato obbligazionario area Euro  (ICE BofA Merrill Lynch Euro Broad Market)
30.0%
Mercato azionario globale  (MSCI World)

Management Team
Stefania Taschini

Senior Portfolio Manager Multi Manager

Francesco Moreschi

Senior Portfolio Manager Multi Manager

Nicola Tommasini

Portfolio Manager Multi-Manager

Data as at: 11.10.19
Figures in percentage. Returns for Italian-based funds and their benchmarks are gross of taxes, from July 1st, 2011 onward. The benchmark provided for foreign funds is a relevant market index (or basket of indexes), if not included in the Prospectus. Flexible funds do not have a benchmark, because of their flexible investment strategy. Funds' performances are total return, i.e. assume that dividends are reinvested.
* Fideuram category index Balanced Bond. Fideuram index values as at the most recent date are estimated. Values will be updated as soon as official prices are available.
Filters
Period
from
until