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Anima Iniziativa Europa A

Ranked 144 out of 191 in - European Small & Medium Companies over 36 months
All calculations are in USD unless stated

Managed by

Andrea Bianco

Objective

The Fund aims to increase the value of the invested capital investing in equities denominated in the principal European currencies issued by small and medium size companies without specifying sector, listed in European markets and/or European issuers listed on other regulated markets. Fund uses a leverage between 1 and 1,3. Such use , it is still not finalized to produce a structural increase exposure of the Fund to reference markets ( leverage ) and does not involve exposure to risks more likely to alter the risk / return profile of the Fund.

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

Performance

European Small & Medium Companies over : 31/12/2014 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 33.8% 8.4% 10.0% 8.8% 3.2%
2016 -7.5% -2.9% -6.7% 7.7% -5.1%
2015 9.1% 4.6% 3.7% -2.9% 3.6%
2014 -9.9% 5.5% -2.4% -9.7% -3.1%
2013 37.0% 4.3% 1.5% 16.3% 11.3%
2012 22.0% 14.9% -10.6% 9.8% 8.1%
2011 -23.1% 5.2% 0.5% -27.0% -0.4%
2010 12.4% -0.3% -14.9% 21.8% 8.8%
2009 42.7% -11.5% 28.8% 23.0% 1.8%
2008 -50.3% -7.5% -3.4% -24.0% -26.8%
2007 8.0% 7.6% 7.1% -2.4% -4.0%
2006 41.3% 19.3% 0.1% 2.0% 16.0%
2005 13.3% 3.3% 0.0% 13.4% -3.2%
2004 28.6% 1.8% 5.1% 0.3% 19.9%
2003 47.7% -3.7% 19.1% 9.5% 17.7%
2002 -1.6% 9.6% 2.1% -19.9% 9.8%
2001 -9.5% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date25/06/2001
  • Share Class size152Mn
  • Base currencyEUR
  • ISIN IT0003098149

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

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