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Eurizon MultiManager Stars Fd TR Alpha Strategy R

Ranked 29 out of 65 in - Fund of Funds over 12 months
All calculations are in EUR unless stated

Managed by

Filippo Stefanini

Objective

The objective is to achieve an annual total return in EUR, gross of management fees, in excess of Eonia capitalized on a daily basis + 3% over a time horizon of 5 years, by investing mainly in shares or units of UCITS of any kind managed by Third Parties as well as in shares or units of UCITS managed by either the management company or other management companies belonging to the same group. The remaining net assets may be invested in any other instruments, such as equity, equity-related, debt and debt-related instruments of any kind, as well as cash, including deposits with credit institutions, and/or other UCI different from UCITS.

Performance

Fund of Funds over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -1.5%
2017 3.3% 0.9% 1.5% 0.3% 0.5%
2016 -2.5% -3.5% -2.1% 1.4% 1.7%
2015 -0.3% 4.3% -1.7% -3.3% 0.7%
2014 1.0% -0.2% 0.4% 0.6% 0.1%
2013 8.2% 2.4% -0.7% 2.8% 3.5%
2012 4.6% 2.9% -2.4% 3.2% 0.9%
2011 -8.2% -0.9% -1.9% -5.8% 0.3%
2010 1.2% 0.6% -2.0% 0.9% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg

Fund Info

  • Launch date13/10/2009
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN LU0456583508

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.10%

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