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Anima Sforzesco

This is a marketing communication. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions.
Last NAV 22.07.25
13.964
AUM 18.07.25
2513.7 mln €
AUM class F 18.07.25
25.4 mln €

Identity Card
Line
Profiles
System
Sistema Anima
Macrocategory
Multi-asset
Assogestioni Category
Mixed Bond
Country
Italy
Inception date
04.03.13
ISIN code
IT0004895923
IBAN code
IT79C0347901600000801845900

Summary Risk Indicator
Summary Risk Indicator: 2
Category may change over time
For further details about the Summary Risk Indicator please check the KID

Morningstar Rating
Morningstar Rating: 3

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%
Global government bond market  (JP Morgan GBI Global)
25.0%
Euro monetary market  (ICE BofA Euro Treasury Bill)
20.0%
Euro governative bond market  (JP Morgan EMU)
15.0%
Euro corporate bond market  (ICE BofA Euro Large Cap Corporate)
10.0%
Euro equity market  (MSCI EMU)

Management Team
Gianluca Ferretti Gianluca Ferretti, Responsabile Divisione Bond Corporate e Bilanciati

Responsabile Divisione Bond Corporate e Bilanciati

Manuela Novati Manuela Novati, Senior Portfolio Manager Fundamental Equity

Senior Portfolio Manager Fundamental Equity

Alessandro Bacchiocchi Alessandro Bacchiocchi, Portfolio Manager Government Bonds

Portfolio Manager Government Bonds

Camilla Cotta Ramusino Camilla Cotta Ramusino, Portfolio Manager Balanced Funds

Portfolio Manager Balanced Funds

Data as at: 22.07.25
Figures in percentage. Returns are gross of taxes. 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 Mixed Bond. 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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