Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

BancoPosta Azionario Internazionale

Ranked 2124 out of 3206 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Enrico Bovalini

Objective

The fund aims to increase the value of shares investing mainly in equity instruments or debt and monetary securities of government, supranational and corporate bonds issuers with rating mainly not below investment grade. The financial instruments are denominated in U.S. dollars, Euros or other European currencies, Japanese Yen and in other foreign currencies. The fund invests mainly in North America, European Union and the Pacific area.

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

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 2124/3206 Total Return
  • Rank 314/3206 Standard Deviation
  • Rank 1061/3206 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 20.5% 4.8% 3.8% 5.3% 5.2%
2016 9.9% -0.5% -0.2% 7.7% 2.8%
2015 -3.3% 1.9% 1.6% -10.5% 4.3%
2014 -1.5% -0.2% 4.2% -3.6% -1.8%
2013 23.2% 5.3% 0.6% 8.8% 6.8%
2012 16.8% 11.0% -4.2% 6.3% 3.3%
2011 -7.3% 2.4% 0.6% -15.1% 5.9%
2010 11.9% 1.4% -11.7% 14.2% 9.5%
2009 31.7% -7.5% 21.3% 12.3% 4.5%
2008 -42.7% -9.2% -2.2% -19.6% -19.7%
2007 4.4% 2.9% 6.8% -1.8% -3.3%
2006 21.8% 6.8% -0.9% 4.8% 9.8%
2005 10.6% -1.1% 0.1% 8.3% 3.2%
2004 9.7% 0.4% 0.8% -2.2% 10.9%
2003 31.2% -8.4% 19.7% 4.4% 14.6%
2002 -25.0% -3.3% -11.7% -22.1% 12.7%
2001 -15.8% 10.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date06/06/2001
  • Share Class size391Mn
  • Base currencyEUR
  • ISIN IT0003110860

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.70%
  • Initial investment1.7

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