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Anima U.S. Equity Prestige

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 objective of the fund is to seek long-term capital appreciation, which is achieved through investment mainly in equities issued by companies listed on North American markets and / or North American issuers listed on other regulated markets, which show stable growth expectations and adequate diversification across sectors. The fund maintains a significantly high exposure to non-Euro currencies.

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 27/867 Standard Deviation
  • Rank 127/867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% 2.8%
2016 6.8% 0.1% 1.1% 2.2% 3.2%
2015 1.3% 0.6% 0.2% -6.3% 7.2%
2014 10.1% 1.0% 4.8% 0.7% 3.4%
2013 30.1% 9.4% 2.0% 4.5% 11.4%
2012 10.2% 11.3% -2.8% 5.6% -3.6%
2011 -2.1% 5.6% -1.1% -13.8% 8.8%
2010 10.8% 3.6% -12.2% 10.3% 10.4%
2009 21.7% -11.4% 14.7% 14.1% 4.9%
2008 -37.4% -9.0% -2.8% -9.4% -21.9%
2007 3.1% -0.3% 5.4% 2.1% -3.9%
2006 13.2% 3.5% -1.7% 4.9% 5.9%
2005 0.7% -3.0% -0.1% 2.7% 1.0%
2004 7.9% 1.3% 0.5% -2.2% 8.3%
2003 10.9% 2.3% 9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Italy

Fund Info

  • Launch date30/01/2003
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN IE0032476776

Purchase Info

  • Min. initial investment15,000
  • Min. regular additional investment500

Charges

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