Anima Traguardo 2023

Last NAV 09.08.19
5.097
Performance YTD 09.08.19
+ 1.9 %
AUM 09.08.19
420.9 mln €
AUM class default 09.08.19
420.9 mln €

Identity Card
Line
Solutions
System
Fondi a Scadenza
Macrocategory
Bond
Assogestioni Category
Mixed Bond
Country
Italia
Inception date
05.10.18
ISIN code
IT0005339012
IBAN code
IT49M0347901600000801267100

Risk/return profile
The Fund has been classified in risk/reward class 3, 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 2% and less than 5%.
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


Management Team
Camilla Cotta Ramusino

Assistant Portfolio Manager Balanced Funds

Gianluca Ferretti

Responsabile Fixed Income & Currencies

Yuri Basile

Responsabile Government Bonds & Currencies

Mario Pavan

Responsabile Flexible Bonds

Luca Terruzzi

Senior Portfolio Manager Corporates & High Yield

Stefania Taschini

Senior Portfolio Manager Multi Manager

Francesco Moreschi

Senior Portfolio Manager Multi Manager

Data as at: 09.08.19
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 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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