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Investitori America

Ranked 475 out of 917 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund aim to achieved through investments in equity denominated in USD and up to 30% of fund total net assets can be invested in bank deposits and in UCITS part. Category of issuer: issuers with medium/large capitalization, long-term stable growth prospects and high liquidity shares based in North America countries. Diversification of investments across all economic sectors. Geographical focus: mainly American equity markets and residually other regulated markets in OECD countries. Residual investment in emerging countries.

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

Performance

US over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
2017 18.5% 5.1% 2.8% 4.0% 5.4%
2016 9.5% 1.4% 1.4% 3.6% 2.9%
2015 -2.5% -0.9% 0.2% -6.9% 5.4%
2014 7.9% 1.3% 3.9% -0.5% 3.0%
2013 26.4% 10.3% 2.0% 4.3% 7.7%
2012 11.9% 11.6% -3.1% 5.3% -1.8%
2011 0.2% 5.0% -0.1% -13.4% 10.2%
2010 11.3% 2.7% -11.6% 11.0% 10.5%
2009 26.0% -8.4% 13.9% 13.4% 6.5%
2008 -36.9% -7.8% -3.3% -9.7% -21.6%
2007 3.9% -0.4% 6.0% 1.5% -3.1%
2006 12.7% 4.0% -2.3% 4.6% 6.1%
2005 1.7% -2.7% 0.1% 2.8% 1.5%
2004 7.0% 0.0% 0.7% -2.3% 8.8%
2003 23.5% -2.5% 12.1% 1.6% 11.2%
2002 -25.7% -5.5% -13.3% -15.3% 7.0%
2001 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date10/09/2001
  • Share Class size35Mn
  • Base currencyEUR
  • ISIN IT0003160204

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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