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Anima Bilanciato Megatrend People

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 21.07.25
6.255
AUM 18.07.25
1711.3 mln €
AUM class A 18.07.25
1522.0 mln €

Identity Card
Line
Markets
System
Sistema Anima
Macrocategory
Balanced
Assogestioni Category
Balanced
Country
Italy
Inception date
03.08.20
ISIN code
IT0005415838
IBAN code
IT82R0347901600000801375700

Summary Risk Indicator
Summary Risk Indicator: 3
Category may change over time
For further details about the Summary Risk Indicator please check the KID

Morningstar Rating
Morningstar Rating: 3
CFS Rating
CFS Rating: 3
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):
50.0%
World equity market  (MSCI World AC)
15.0%
Global government bond market (hedged)  (JP Morgan GBI Global Euro Hedged)
15.0%
Euro governative bond market  (JP Morgan EMU)
10.0%
Euro corporate bond market  (ICE BofA Euro Large Cap Corporate)
10.0%
Euro monetary market  (ICE BofA Euro Treasury Bill)

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

Responsabile Divisione Bond Corporate e Bilanciati

Claudia Collu Claudia Collu, Responsabile Global Equity

Responsabile Global Equity

Camilla Cotta Ramusino Camilla Cotta Ramusino, Portfolio Manager Balanced Funds

Portfolio Manager Balanced Funds

Alessandro Rosina Alessandro Rosina, Senior Portfolio Manager Global Equity

Senior Portfolio Manager Global Equity

Data as at: 18.07.25
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 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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