Anima Reddito Bilanciato 2023

Last NAV 16.08.19
9.653
Performance YTD 16.08.19
+ 4.2 %
AUM 16.08.19
55.3 mln €
AUM class default 16.08.19
55.3 mln €

Identity Card
Line
Solutions
System
Fondi a Scadenza
Macrocategory
Balanced
Assogestioni Category
Balanced
Country
Italia
Inception date
20.10.17
ISIN code
IT0005277972
IBAN code
IT59A0347901600000801145000

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


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):
30.0%
MSCI World All Country in EUR - Net Total Return  MSCI World All Country in EUR - Net Total Return
22.0%
Mercato obbligazionario governativo globale  (JP Morgan GBI Global)
15.0%
Mercato monetario Italia  (FTSE MTS Ex-Bank of Italy BOT)
15.0%
Mercato obbligazionario corporate area Euro  (ICE BofAML Euro Large Cap Corporate)
10.0%
Mercato azionario area Euro  (MSCI Emu)
8.0%
Mercato obbligazionario governativo Paesi emergenti  (JP Morgan EMBI Global Diversified - Hedged in EUR)

Management Team
Francesco Moreschi

Senior Portfolio Manager Multi Manager

Stefania Taschini

Senior Portfolio Manager Multi Manager

Gianluca Grugni

Responsabile Multi-Manager

Nicola Tommasini

Portfolio Manager Multi-Manager

Data as at: 16.08.19
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.
* Fideuram category index Balanced. Fideuram index values as at the most recent date are estimated. Values will be updated as soon as official prices are available.
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