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

Soprarno Inflazione Piu A

Ranked 58 out of 108 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Objective

Fund objective: to preserve the value of capital invested. Term of investment: 3 years. Fund risk level: medium - low. Type of financial instruments: equity and bonds. Category of issuers: the fund invests in equity of companies with large capitalization and in bonds of issuers with at least investment grade rating. Geographical investment focus: the OECD countries and Bermunda. The investment strategy aims at a 1.5% positive spread per year if compared to an inflation index of the Eurozone, regardless of the type of assets the fund invests in.

Showing fund performance in Peru View performance globally

Performance

Multi Strategy over : 31/07/2017 - 31/07/2018
  • Rank 58/108 Total Return
  • Rank 43/108 Standard Deviation
  • Rank 41/108 Max Drawdown
Fund Name Currency Risk
41 CS (Lux) Liquid Alternative Beta FBH EUR LIQ

Currency exposure is hedged

Currency exposure is hedged

EUR

3.4

42 Premium Multi Strategies C EUR

3.5

43 Soprarno Inflazione Piu A EUR

3.5

44 Pareturn GVC Gaesco Patrimonial Fund I-B EUR EUR

3.5

45 Nordea 1 - Alpha 10 MA BP EUR EUR

3.5

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -2.2%
2017 3.4% 0.0% 1.1% 1.8% 0.4%
2016 1.9% -0.1% 0.4% 1.4% 0.2%
2015 3.7% 3.1% -2.8% 1.0% 2.5%
2014 4.2% 2.8% 0.7% 0.7% 0.0%
2013 9.4% 1.9% 1.1% 3.3% 2.8%
2012 -1.7% -0.8% -2.2% -2.4% 3.7%
2011 4.2% -0.6% -0.5% 1.1% 4.2%
2010 2.0% 1.3% 0.7% 0.0% 0.0%
2009 7.7% 4.5% 1.8% 0.6% 0.6%
2008 1.8% 3.0% 1.2% -0.4% -2.0%
2007 -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date28/08/2007
  • Share Class size128Mn
  • Base currencyEUR
  • ISIN IT0004245475

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management0.90%

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