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Soprarno Inflazione Piu A

Ranked 15 out of 63 in - Multi Strategy over 36 months
All calculations are in EUR unless stated

Objective

Fund objective: to preserve the value of capital invested. Term of investment: 3 years. Fund risk level: medium - low. Type of financial instruments: equity and bonds. Category of issuers: the fund invests in equity of companies with large capitalization and in bonds of issuers with at least investment grade rating. Geographical investment focus: the OECD countries and Bermunda. The investment strategy aims at a 1.5% positive spread per year if compared to an inflation index of the Eurozone, regardless of the type of assets the fund invests in.

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

Performance

Multi Strategy over : 31/12/2014 - 31/12/2017
  • Rank 15/63 Total Return
  • Rank 13/63 Standard Deviation
  • Rank 4/63 Max Drawdown
Fund Name Currency Return
13 Deutsche Concept Kaldemorgen LC EUR

10.9%

14 VF II - Vescore Multi-Strategy B

Currency exposure is hedged

Currency exposure is hedged

EUR

10.8%

15 Soprarno Inflazione Piu A EUR

9.3%

16 Pioneer Funds Global Mlt-Ast Tgt Inc A ND EUR EUR

8.5%

17 NN (L) Alternative Beta P Cap EUR EUR

8.4%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.4% 0.0% 1.1% 1.8% 0.4%
2016 1.9% -0.1% 0.4% 1.4% 0.2%
2015 3.7% 3.1% -2.8% 1.0% 2.5%
2014 4.2% 2.8% 0.7% 0.7% 0.0%
2013 9.4% 1.9% 1.1% 3.3% 2.8%
2012 -1.7% -0.8% -2.2% -2.4% 3.7%
2011 4.2% -0.6% -0.5% 1.1% 4.2%
2010 2.0% 1.3% 0.7% 0.0% 0.0%
2009 7.7% 4.5% 1.8% 0.6% 0.6%
2008 1.8% 3.0% 1.2% -0.4% -2.0%
2007 -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date28/08/2007
  • Share Class size121Mn
  • Base currencyEUR
  • ISIN IT0004245475

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management0.90%

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