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Anima America A

Ranked 397 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Carla Scarano

Originally from Italy and a lover of tennis, Carla Scarano is currently based in Milan where she is US portfolio manager at Anima Sgr. Carla has been with the firm since 2006 and previously worked at Bipiemme Gestioni Sgr as a portfolio manager and analyst for consumer cyclicals on a global basis and assistant fund manager in the US equity market. Presently she manages the Anima America and Anima GEO America strategies dealing in North American equities, using bottom up and GARP investment styles. Carla graduated from the Bocconi Univerity in Milan with a degree in business and accounting, she is a level III CFA candidate and a chartered accountant.

Objective

The Fund aims to increase the value investing in equities primarily denominated in U.S. Dollars issued by companies listed in North American markets and/or North American issuers listed on other regulated markets, showing stable growth expectations and adequate diversification across sectors. Fund uses a maximum leverage of 2, in which case the effect on the value of the share resulting from changes in the prices of financial instruments in which the Fund is exposed through derivatives would be amplified up to a maximum of 100%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 397/867 Total Return
  • Rank 16/867 Standard Deviation
  • Rank 181/867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.0% 3.2%
2016 6.9% 0.8% 1.0% 2.0% 2.9%
2015 0.5% 0.1% 0.3% -5.9% 6.4%
2014 9.2% 1.1% 4.5% 0.3% 3.1%
2013 29.4% 8.9% 2.2% 4.8% 10.9%
2012 9.2% 10.4% -2.8% 5.2% -3.3%
2011 1.6% 4.1% 0.0% -10.1% 8.7%
2010 12.2% 3.0% -12.6% 13.0% 10.4%
2009 28.6% -7.3% 13.8% 14.5% 6.5%
2008 -36.5% -7.7% -0.4% -12.3% -21.2%
2007 4.0% -0.6% 7.7% 0.2% -3.0%
2006 17.4% 5.0% -1.1% 5.8% 6.9%
2005 -5.0% -4.2% -2.7% 1.6% 0.3%
2004 6.7% -1.1% 1.7% -4.4% 11.0%
2003 39.0% -3.1% 19.6% 4.6% 14.7%
2002 -20.1% -2.5% -10.5% -17.9% 11.5%
2001 -16.1% -12.2% 3.3% -18.2% 13.2%
2000 -6.2% 6.1% 0.9% -8.2% -4.6%
1999 11.8% 2.8% 0.0% -6.3% 16.0%
1998 25.7% 11.0% 4.6% -10.9% 21.5%
1997 25.6% 1.0% 11.3% 8.1% 3.5%
1996 4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date16/08/1996
  • Share Class size230Mn
  • Base currencyEUR
  • ISIN IT0001040093

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management2.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).