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Soprarno Inflazione Piu A

Ranked 74 out of 110 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 : 30/09/2017 - 30/09/2018
  • Rank 74/110 Total Return
  • Rank 48/110 Standard Deviation
  • Rank 55/110 Max Drawdown
Fund Name Currency Return
73 Uni-Global Alternative Risk Premia RAH EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

74 Soprarno Inflazione Piu A EUR

-2.4%

75 Invesco Global Absolute Return A Acc EUR EUR

-2.5%

75 MPS Private Solution Absolute A EUR

-2.5%

Fund Name Currency Risk
46 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc EUR EUR

3.7

47 Alpi Multi-Strategy A EUR

3.8

48 Soprarno Inflazione Piu A EUR

3.8

48 Goldman Sachs Abs Return Tracker Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8

50 Hermitage Latitude EUR

3.8

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -2.2% -0.2%
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 size119Mn
  • 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).