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Alkimis Capital UCITS - Accumulazione

Ranked 56 out of 178 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

Luca Montorfano

Luca Montorfano has 25 years of experience in asset management. He graduated in Economics (cum laude) from Bocconi University in Milan. Luca began his career at RAS, where he gained extensive experience in the management of equity and fixed income insurance assets. He then became head of European Equity at RAS and Deputy Head of European Equity at Allianz Pimco, where he ran mutual funds, institutional mandates and pension funds. Luca and co-manager Massimo Morchio are fundamental stockpickers and share a strong belief in value investing.

Massimo Morchio

Massimo Morchio has over 30 years' experience in asset management. After graduating in Economics (magna cum laude) from Turin University he held different management roles at Italian and international finance companies. He has been CIO at RAS, Head of global financials and Head of Specialist Funds at Allianz Pimco. Massimo has been a CFA honorary member since 2007.

Alberto Poggiano


The fund aims to offer positive absolute returns through the capital growth over the long term. The annual return target is equl to the MTC capitalizzazione lorda BOT net return. To this strengten the fund will invest without predetermined limits in term of intruments category while using derivatives to hedging purposes, to reduce the volatility and risk. The fund may invest without any geographical limit in equities, bonds, not listed liquid money market instruments with a residual life lower than 6 month, bank deposits, derivatives.

Showing fund performance in Peru View performance globally


Long/Short Equity over : 31/12/2017 - 31/03/2018
  • Rank 56/178 Total Return
  • Rank 112/178 Standard Deviation
  • Rank 84/178 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.0%
2017 6.4% 2.2% 1.4% 3.3% -0.6%
2016 -3.6% -2.3% -0.6% 1.0% -1.8%
2015 6.5% 1.3% 1.1% 2.1% 1.8%
2014 2.9% 0.5% -1.4% 1.2% 2.6%
2013 7.4% 3.5% -0.8% 1.4% 3.2%
2012 7.1% 5.1% 0.3% 1.3% 0.4%
2011 -4.5% -3.7% -0.4% -1.3% 0.8%
2010 5.0% 1.8% -3.9% 0.2% 7.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date11/12/2009
  • Base currencyEUR
  • ISIN IT0004550882

Purchase Info

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


  • Annual management1.50%
  • Initial investment1.5

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