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 71 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 Switzerland View performance globally

Performance

Multi Strategy over : 31/10/2017 - 31/10/2018
  • Rank 71/110 Total Return
  • Rank 33/110 Standard Deviation
  • Rank 40/110 Max Drawdown
Fund Name Currency Risk
31 IP Multi-Flex X EUR

3.6

32 Blackstone Diversified Multi-Strategy I (EUR) Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.7

33 Soprarno Inflazione Piu A EUR

3.7

34 GAM Star Flexible Global Portfolio EUR Acc EUR

3.7

35 Helium Selection A EUR Cap EUR

3.8

35 Franklin K2 Alternative Strategies A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8

35 Metzler Alpha Strategies A 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).