Last NAV 14.08.19
6.224
Performance YTD 14.08.19
+ 8.5 %
AUM 09.08.19
65.6 mln €
AUM class B 09.08.19
0.5 mln €

Identity Card
Line
Profiles
System
Sistema Forza
Macrocategory
Balanced
Assogestioni Category
Balanced Equity
Country
Italia
Inception date
04.01.10
ISIN code
IT0004539596
IBAN code
IT78S0347901600000801021600

Risk/return profile
The Fund has been classified in risk/reward class 5, 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 10% and less than 15%.
Category may change over time For further details about risk profile please check the KIID

Rating profile
Morningstar Rating
CFS Rating
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):
35.0%
Mercato azionario europeo  (MSCI Europe)
20.0%
Mercato azionario americano  (MSCI USA)
20.0%
Mercato azionario Paesi emergenti  (MSCI Emerging Markets)
10.0%
Mercato monetario area Euro  (ICE BofA Merrill Lynch Euro Treasury Bill)
5.0%
Mercato obbligazionario governativo Paesi emergenti  (JP Morgan EMBI Global Diversified - Hedged in EUR)
5.0%
Mercato azionario asiatico  (MSCI All Country Asia/Pacific)
5.0%
Mercato obbligazionario High yield area Euro  (ICE BofA Merrill Lynch BB-B Euro High Yield Constrained)

Management Team
Francesco Moreschi

Senior Portfolio Manager Multi Manager

Stefania Taschini

Senior Portfolio Manager Multi Manager

Nicola Tommasini

Portfolio Manager Multi-Manager

Data as at: 13.08.19
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.
Filters
Period
from
until
Simulators
Scopri e approfondisci il funzionamento dei tool che ANIMA mette a disposizione per creare le tue combinazioni predefinite che ti permetteranno di personalizzare i calcoli in base alle tue esigenze.