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Soprarno Inflazione Piu A

Ranked 71 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 Switzerland View performance globally

Performance

Multi Strategy over : 30/11/2017 - 30/11/2018
  • Rank 71/108 Total Return
  • Rank 30/108 Standard Deviation
  • Rank 36/108 Max Drawdown
Fund Name Currency Return
69 IP Multi-Flex X EUR

-5.0%

70 EBPM (TF) EUR

-5.0%

71 Soprarno Inflazione Piu A EUR

-5.0%

71 Premium Multi Strategies C EUR

-5.0%

73 Invesco Global Absolute Return A Acc EUR EUR

-5.2%

Fund Name Currency Risk
28 Tages Psam Credit A EUR Cap EUR

3.5

29 Blackstone Diversified Multi-Strategy I (EUR) Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5

30 GAM Star Flexible Global Portfolio EUR Acc EUR

3.7

30 Soprarno Inflazione Piu A EUR

3.7

32 IP Multi-Flex X EUR

3.7

Fund Name Currency Loss
34 MPS Private Solution Multi Asset A EUR

-5.1%

35 Amundi Funds II Abs Return Multi-Strategy E EUR ND EUR

-5.1%

36 Soprarno Inflazione Piu A EUR

-5.1%

36 UNI-Global - Cross Asset Navigator RAH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.1%

38 GAM Star Flexible Global Portfolio EUR Acc EUR

-5.3%

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 size113Mn
  • 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).