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Symphonia Azionario USA

Ranked 774 out of 889 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 : 31/12/2016 - 31/12/2017
  • Rank 774/889 Total Return
  • Rank 717/889 Standard Deviation
  • Rank 808/889 Max Drawdown
Fund Name Currency Return
772 LO Funds - US Equity Factor Enhanced SH (GBP) MA

Currency exposure is hedged

Currency exposure is hedged

GBP

13.5%

773 Evli North America B USD

13.5%

774 Invesco Perpetual US Equity Acc USD

13.4%

774 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

13.4%

776 Legg Mason ClearBridge US Aggr Growth A Dis A USD USD

13.3%

Fund Name Currency Loss
806 Fidelity US Dividend Fund Series B USD

-2.7%

807 State Street US Value Spotlight Fund I Cap USD

-2.7%

808 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

809 Fidelity American Equity Currency Neutral Cl Sr B USD

-2.7%

810 RBC U.S. Equity Currency Neutral Sr A USD

-2.7%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 13.4% 3.3% 3.1% 1.2% 5.2%
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 18.8% 10.7% -5.6% 2.1% 11.2%
2009 36.2% -5.0% 14.7% 20.5% 3.8%
2008 -39.4% -18.2% -5.9% 0.5% -21.6%
2007 -1.3% 1.2% 7.1% -1.7% -7.4%
2006 9.4% 3.2% -3.8% 4.2% 5.8%
2005 -4.0% -5.7% 0.4% 0.7% 0.6%
2004 4.4% -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).