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Alkimis Capital UCITS - Accumulazione

Ranked 56 out of 176 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

Objective

The Fund invests in bond, equities, money market and in bank deposits. The fund invests in instruments classified as "adequate credit quality"; The Fund does not invest in units of other UCITS. In relation to the adopted management style (flexible style), it is not possible to identify a management policy benchmark, therefore it has been indicated, alternatively, a risk indicator (VAR) equal to -7% which represents the maximum expected loss with the 95% probability over a three year time horizon. Geographical areas: without geographical limitations.

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Performance

Long/Short Equity over : 30/06/2018 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% 0.1% 0.5%
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

Charges

  • Annual management1.50%
  • Initial investment0.00%

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