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Anima Forza Moderato

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 31.07.25
7.215
AUM 25.07.25
257.2 mln €
AUM class B 25.07.25
0.9 mln €

Identity Card
Line
Profiles
System
Sistema Forza
Macrocategory
Balanced
Assogestioni Category
Balanced Bond
Country
Italy
Inception date
04.01.10
ISIN code
IT0004539570
IBAN code
IT38Q0347901600000801021400

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):
25.0%
Euro governative bond market  (JP Morgan EMU)
20.0%
Euro monetary market  (ICE BofA Euro Treasury Bill)
15.0%
Euro corporate bond market  (ICE BofA Euro Large Cap Corporate)
10.0%
Euro high yield bond market  (ICE BofA BB-B Euro High Yield Constrained)
10.0%
Europe equity market  (MSCI Europe)
5.0%
Emerging Markets monetary market  (MSCI Emerging Markets)
5.0%
Asia Pacific monetary market  (MSCI All Country Asia/Pacific)
5.0%
Emerging Markets governative bond market  (JP Morgan EMBI Global Diversified - Hedged in EUR)
5.0%
US equity market  (MSCI USA)

Management Team
Francesco Moreschi Francesco Moreschi, Senior Portfolio Manager Multi Manager

Senior Portfolio Manager Multi Manager

Stefania Taschini Stefania Taschini, Responsabile Multi Manager

Responsabile Multi Manager

Data as at: 30.07.25
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.
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