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Symphonia Azionario USA

Ranked 709 out of 867 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Massimo Baggiani

Massimo Baggiani currently splits his time between Turin and Milan. He was promoted to Head of International Equity at Symphonia SGR in 2007 and has been with the firm since 2005, previously he was with Bim SGR from 2003. He currently manages various Symphonia equity funds using a value investment style. Massimo is a CIIA and graduated from the University of Turin where he studied Economics. Outside of work he enjoys tennis and the theatre.

Objective

The fund aims to increasing the value of an investment in the long term. The fund invests in securities denominated in U.S. dollars. The fund may invest up to 30% in emerging markets. The fund invests up to 100% of its total assets in equities. The maximum limit of investment in mutual funds is equal to 30% of total assets. The fund may invest up to 30% of its assets in UCITS compliant with the investment policy.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 709/867 Total Return
  • Rank 763/867 Standard Deviation
  • Rank 636/867 Max Drawdown
Fund Name Currency Return
707 GAM Multistock - US Value Eq B USD

9.8%

708 Integra US Value Growth USD

9.8%

709 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

9.8%

710 Palatium Funds North American Equities PLUS USD

9.7%

711 The Stralem Fund US Equity A Cap USD

9.7%

Fund Name Currency Risk
761 WIP Opportunistic Equity Fund A USD USD

9.3

761 Wells Fargo (LUX) WW US All Cap Growth A USD USD

9.3

763 ICICI Prudential US Bluechip Equity Fd-Growth USD

9.3

763 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

9.3

763 Cambridge American Equity Corporate Class A USD

9.3

Fund Name Currency Loss
634 AGF U.S. Sector Class Series MF USD

-3.3%

634 AZ Fund 1 American Trend A AZ FUND Acc USD

-3.3%

636 MostDiversifPtf Sicav Tobam AB US Eq Fd A USD

-3.3%

636 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

636 BTG Pactual Acciones USA A USD

-3.3%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 3.1%
2016 10.0% -2.0% -1.6% 5.9% 7.7%
2015 6.8% 7.0% -0.5% -6.7% 7.6%
2014 16.6% 2.6% 3.6% 6.7% 2.8%
2013 31.2% 10.2% 6.1% 2.0% 10.0%
2012 22.4% 18.6% -3.6% 7.1% 0.0%
2011 -14.4% -1.3% -3.0% -18.7% 10.0%
2010 18.9% 10.7% -5.5% 2.2% 11.2%
2009 36.3% -5.0% 14.7% 20.4% 3.8%
2008 -39.1% -18.2% -6.0% 0.7% -21.3%
2007 -1.3% 1.2% 7.1% -1.7% -7.4%
2006 9.4% 3.3% -3.8% 4.2% 5.8%
2005 -4.0% -5.7% 0.5% 0.7% 0.6%
2004 4.5% -1.1% 0.4% -3.1% 8.5%
2003 0.7% 9.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date15/04/2003
  • Share Class size28Mn
  • Base currencyEUR
  • ISIN IT0003391650
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.60%
  • Initial investment0

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