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Anima America A

Ranked 438 out of 877 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 invests in equity instruments denominated in Dollars. Residual investment in open UCITS (unrestricted open UCITS and FIAs) also linked. The leverage, realized through tactical exposures is typically between 1 and 1.1. Investment in bank deposits in residual size. Reference markets: North America. Issuer Category: Listed Companies, which show stable growth expectations.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.0% 3.2% 3.4%
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 size232Mn
  • 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).