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Fonditalia Flexible Italy - R

Ranked 114 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Luigi Degrada

Luigi Degrada was born in Milan during the early 70’s. He studied at Bocconi University graduating with a degree in corporate finance. He has worked at Fideuram Investment Managers for a decade, where he is head of portfolio management and is also the lead portfolio manager for Italian funds. He currently runs a number of funds, the largest being the Fonditalia Equity Italia Fund. Outside of fund management he is a keen sports fan and can often be found on the tennis courts perfecting his serve.

Objective

The Sub-Fund, expressed in Euro, aims to achieve a positive absolute return over the long term by investing in stocks or stocks related derivative instruments of companies of any market capitalization and, in particular: companies incorporated in Italy and/or in the Pan European area; companies not incorporated in Italy and/or in the Pan European area but either (i) carrying out a predominant proportion of their business activity in such countries, or (ii) being holding companies which predominantly own companies incorporated in such countries.

Showing fund performance in Guernsey View performance globally

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 114/174 Total Return
  • Rank 48/174 Standard Deviation
  • Rank 73/174 Max Drawdown
Fund Name Currency Return
112 Janus Henderson HF Pan European Alpha A2 EUR EUR

-0.8%

113 ZEST Mediterraneus Absolute Value I EUR

-0.9%

114 Fonditalia Flexible Italy - R EUR

-0.9%

115 Threadneedle (Lux)-American Absolute Alpha AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

116 H2O Fidelio Fund I EUR (Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% -2.8%
2017 5.8% 2.9% 0.7% 1.6% 0.4%
2016 -0.7% -1.3% -1.6% 0.2% 2.0%
2015 5.0% 4.6% -0.6% 0.6% 0.5%
2014 2.3% 3.6% -1.2% -0.9% 0.9%
2013 13.1% 3.7% 2.1% 2.9% 3.8%
2012 9.9% 5.3% -1.6% 4.3% 1.7%
2011 2.5% 0.9% 0.1% 0.3% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg

Fund Info

  • Launch date15/12/2010
  • Share Class size267Mn
  • Base currencyEUR
  • ISIN LU0553727487

Purchase Info

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

Charges

  • Annual management1.90%
  • Initial investment1.9

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