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

Anima Alto Potenziale Italia A

Ranked 85 out of 135 in - Long/Short Equity over 36 months
All calculations are in EUR unless stated

Managed by

Luigi Dompè

Luigi Dompè was born in Turin, Italy in 1974. He graduated from Turin University with a degree in economics. Luigi started his career at Banca Sella in 1999 and worked as an assistant portfolio manager responsible for the bank’s bond portfolio and was promoted to equity analyst in 2002. Luigi joined Monte Paschi Asset Management in 2005 and served as an assistant portfolio manager focusing on the Italian, European and emerging equity markets. He is currently a portfolio manager at Prima SGR having joined in 2008. He adopts a value-oriented investment style and implements peer group analysis to find undervalued stocks. He is a CFA Charterholder. Outside of the fund management, he likes travelling and all sorts of sports.

Objective

The Fund invests in financial instruments of any kind, denominated in Euros. The total exposure of the Fund (including derivatives) to the equity market will be between -100% and + 200% of the total net value. Residual linked investment in open UCITS (unrestricted open UCITS and FIAs). Investment in bank deposits in residual size. Reference markets: relative to the equity component, Italian stock market and / or Italian issuers listed on other markets. To a small extent, European issuers. Regarding the bond component, talia. Residual investment in so-called structured securities (including ABS and MBS).

Showing fund performance in Hong Kong View performance globally

Performance

Long/Short Equity over : 31/12/2015 - 31/12/2018
  • Rank 85/135 Total Return
  • Rank 33/135 Standard Deviation
  • Rank 31/135 Max Drawdown
Fund Name Currency Loss
29 Fonditalia Flexible Italy - R EUR

-6.9%

30 Janus Henderson European Abs Return I Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.0%

31 Anima Alto Potenziale Italia A EUR

-7.0%

32 Eleva Absolute Return Europe R EUR Cap EUR

-7.0%

33 U Access (IRL) Electron Global Utility D EUR Cap EUR

-7.0%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5% 1.0% -1.5% -0.4% -2.7%
2017 1.7% 1.7% 0.9% 0.5% -1.4%
2016 -4.1% -0.8% -4.1% -0.9% 1.8%
2015 4.8% 8.6% -1.6% -0.3% -1.7%
2014 2.4% 6.0% -1.4% -1.8% -0.2%
2013 12.1% 2.1% 2.4% 1.6% 5.6%
2012 8.4% 4.8% 0.5% 1.1% 1.8%
2011 1.9% 3.9% -1.5% 0.5% -0.9%
2010 1.3% 0.8% -2.1% 1.0% 1.7%
2009 15.6% -5.6% 11.7% 8.3% 1.2%
2008 -20.8% -6.6% 0.4% -8.7% -7.6%
2007 7.0% -1.1% -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date18/09/2000
  • Share Class size97Mn
  • Base currencyEUR
  • ISIN IT0001477824

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.60%

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