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Eurizon Fund Equity Europe LTE Z

Ranked 578 out of 1015 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Alberto Altieri

Objective

This Subfund will invest mainly in shares, bonds convertible into shares or any other security connected with shares, listed on one of the leading securities markets of European countries or traded on another regulated market in these countries. The choice of investments will be made, above all, on the basis of the stock market capitalization of the securities compared with that of the markets on which they are listed, also taking into account their liquidity and the size of the float. Consequently, this Subfund's net assets will be mainly invested in shares of mid-cap or large-cap companies.

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

Performance

Europe over : 30/11/2016 - 30/11/2017
  • Rank 578/1015 Total Return
  • Rank 827/1015 Standard Deviation
  • Rank 669/1015 Max Drawdown
Fund Name Currency Risk
827 March Europa Bolsa, FI EUR

9.7

827 Eurizon Fund Equity Europe LTE Z EUR

9.7

827 Hocheurope EUR

9.7

Fund Name Currency Loss
669 Caixagest Accoes Europa EUR

-4.2%

669 Eurizon Fund Equity Europe LTE Z EUR

-4.2%

669 Europe Equity Portfolio A1 EUR

-4.2%

669 Unigestion EUR

-4.2%

669 SG Actions Europe Multigestion (C) EUR

-4.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 0.5% 2.3%
2016 2.1% -7.4% -0.5% 3.9% 6.7%
2015 7.3% 16.1% -2.8% -9.4% 4.9%
2014 6.7% 1.8% 4.1% 0.7% -0.1%
2013 19.1% 5.2% -1.7% 8.5% 6.1%
2012 16.8% 7.7% -2.8% 7.0% 4.3%
2011 -9.0% 0.0% 0.2% -16.5% 8.8%
2010 10.8% 4.1% -6.4% 7.1% 6.2%
2009 31.2% -10.6% 18.5% 18.2% 4.7%
2008 -4.0% -11.7% -21.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Italy
  3. Luxembourg
  4. Netherlands

Fund Info

  • Launch date14/01/2008
  • Share Class size369Mn
  • Base currencyEUR
  • ISIN LU0335977384

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.40%
  • Initial investment0

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