Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Fideuram Master Selection Absolute Return

Ranked 28 out of 64 in - Fund of Funds over 12 months
All calculations are in EUR unless stated

Managed by

Davide Elli

Cristian Grigatti

Cristian Grigatti runs mixed asset strategies with a top down, systematic approach to investing. He has been working at Fideuram Investment SGR since 2001 starting out as an analyst and working his way up to head of quantitative fund management and fund of fund manager. During this period, he worked for four years in the Irish branch of Fideuram from 2007 to 2011. Cristian was educated at Bocconi University, where he achieved a degree in Economics. He is currently based in Milan and his interests outside of work include football, the cinema and music. He is also a CFA Charterholder.

Objective

Fund purpose: annual return equal to the JP Morgan Cash Index 12 months growth plus 2% over the same period through a flexible portfolio management. Term of investment: 3/5 years. Risk level: medium-high. Financial instruments: mainly open end flexible UCITS denominated in Euro, USD, Yen investing in financial instruments of any issuers/markets and residually closed end UCITS. The fund invests exclusively in UCITS don't managed by a company of the group of which the SGR is a part. Geographical area: USA, Europe, Pacific area; residually emerging markets. Duration: residual investments in UCITS investing mainly in bonds with duration longer than 7 years.

Showing fund performance in Guernsey View performance globally

Performance

Fund of Funds over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 2.1% 1.1% 0.2% 0.9% -0.2%
2016 -2.3% -1.1% -1.9% 0.5% 0.2%
2015 0.0% 2.1% -2.0% -0.7% 0.7%
2014 2.3% 0.0% 0.3% 0.3% 1.8%
2013 2.1% 2.1% -2.1% 0.1% 2.0%
2012 2.0% 2.2% -1.1% 0.7% 0.2%
2011 -8.6% -1.3% -1.7% -5.7% 0.0%
2010 2.1% 0.5% -3.1% 2.0% 2.9%
2009 4.5% -0.5% 1.8% 2.9% 0.3%
2008 -12.4% -2.5% -1.8% -7.7% -0.8%
2007 1.3% -0.7% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date27/02/2007
  • Share Class size11Mn
  • Base currencyEUR
  • ISIN IT0004147465

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.65%
  • Initial investment1.65

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