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Symphonia Azionario USA

Ranked 628 out of 877 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 : 31/10/2016 - 31/10/2017
  • Rank 628/877 Total Return
  • Rank 787/877 Standard Deviation
  • Rank 789/877 Max Drawdown
Fund Name Currency Return
626 Eastspring Investments-North American Val A USD

18.4%

627 Invesco Perpetual US Equity Acc USD

18.4%

628 Sun Life MFS US Value Series A USD

18.4%

628 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

18.4%

630 Alpha Cosmos Stars USA Equities FoFs USD

18.4%

Fund Name Currency Risk
785 Desjardins American Eq Growth Curr Neutral Srs A USD

8.7

786 Baillie Gifford American A Acc USD

8.8

787 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

8.8

788 Desjardins American Eq Growth Curr Neut Corp Cl A USD

8.8

789 Worldvest US Equities II A Cap USD

8.9

789 Fourpoints America RH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.9

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

-2.7%

788 State Street US Value Spotlight Fund I Cap USD

-2.7%

789 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

790 Fidelity American Equity Currency Neutral Cl Sr B USD

-2.7%

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

-2.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 3.1% 1.2%
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 18.9% 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).