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Anima Crescita Italia

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 24.07.25
7.151
AUM 18.07.25
611.1 mln €
AUM class A 18.07.25
76.1 mln €

Identity Card
Line
Profiles
System
Sistema Italia
Macrocategory
Balanced
Assogestioni Category
Balanced Bond
Country
Italy
Inception date
21.02.17
ISIN code
IT0005242117
IBAN code
IT97J0347901600000801095300

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: 5
CFS Rating
CFS Rating: 5
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%
Italy large cap corporate bond market  ICE BofA Italy Large Cap Corporate Custom in EUR
15.0%
Global government bond market  (JP Morgan GBI Global)
15.0%
Italian small cap equity market  (MSCI Italy Small Cap)
8.0%
World equity market  (MSCI World)
7.0%
Italy equity market  (MSCI Italy IMI Top 40 15% Issuers Capped)
5.0%
Euro monetary market  (ICE BofA Euro Treasury Bill)

Management Team
Francesco Ceccherini Francesco Ceccherini, Responsabile Investment Grade

Responsabile Investment Grade

Luigi Dompè Luigi Dompè, Responsabile Italian Equity

Responsabile Italian Equity

Claudia Collu Claudia Collu, Responsabile Global Equity

Responsabile Global Equity

Performance
2018
 
2019
 
2020
 
2021
 
2022
 
2023
 
2024
 
YTD
(30.06)
Fund
-5,20%
13,30%
-0,68%
9,93%
-12,67%
14,06%
9,74%
3,63%
Benchmark
-4,49%
14,22%
2,82%
8,39%
-11,65%
12,41%
10,64%
4,14%
Peer group *
-5,32%
9,82%
1,27%
4,49%
-10,10%
7,55%
6,04%
1,59%
The YTD performance is updated as of the end of the previous quarter; therefore during the first quarter of each year, YTD performance coincides with the previous calendar year’s annual performance.
Data as at: 24.07.25
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 Bond. Fideuram index values as at the most recent date are estimated. Values will be updated as soon as official prices are available.
Filters
Period
Fund Class Date Nav €
Anima Crescita Italia A 24.07.25 7.151
Anima Crescita Italia A 23.07.25 7.174
Anima Crescita Italia A 22.07.25 7.157
Anima Crescita Italia A 21.07.25 7.153
Anima Crescita Italia A 18.07.25 7.144
Anima Crescita Italia A 17.07.25 7.145
Anima Crescita Italia A 16.07.25 7.131
Anima Crescita Italia A 15.07.25 7.129
Anima Crescita Italia A 14.07.25 7.133
Anima Crescita Italia A 11.07.25 7.133