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Fonditalia Flexible Europe - R

Ranked 94 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Cesare Colombo

Frederick Michelon

Frederick Michelon is a senior fund manager at Fideuram – Intesa Sanpaolo Private Banking. He runs equity strategies with a pro-active, pragmatic investment style, focusing his investments in mid and large caps and building a portfolio based on the combination of top-down approach and pure bottom-up approach. Frederick spent seven years working at Generali Investments Europe and previously worked at Dexia Asset Management as a fund manager for global balanced funds. In his career he has managed different strategies such as traditional, flexible/balanced and long/short market neutral strategies. Frederick holds a CAIA charter, a professional designation awarded by the CAIA association and he is an executive member of CAIA association.

Objective

The Sub-Fund, expressed in Euro, aims to achieve a positive absolute return over the long term by investing in stocks or stocks related derivative instruments of companies of any market capitalization and, in particular: companies incorporated in the Pan European area; companies not incorporated in the Pan European area but either (i) carrying out a predominant proportion of their business activity in such countries, or (ii) being holding companies which predominantly own companies incorporated in such countries.

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Performance

Long/Short Equity over : 31/12/2016 - 31/12/2017
  • Rank 94/183 Total Return
  • Rank 28/183 Standard Deviation
  • Rank 41/183 Max Drawdown
Fund Name Currency Return
92 UNI-GLOBAL Absolute Return SA-EUR EUR

3.6%

93 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

94 Fonditalia Flexible Europe - R EUR

3.4%

95 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2%

96 Anima Star High Potential Europe Prestige EUR

3.1%

Fund Name Currency Risk
26 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

27 UNI-GLOBAL Absolute Return SA-EUR EUR

2.5

28 Fonditalia Flexible Europe - R EUR

2.5

29 BSF European Absolute Return A2 EUR EUR

2.6

29 Bati Actions Optimum I EUR

2.6

Fund Name Currency Loss
39 Mediolanum BB Long Short Strategy Collection LA EUR

-1.1%

40 BSF European Absolute Return A2 EUR EUR

-1.2%

41 Fonditalia Flexible Europe - R EUR

-1.2%

42 Lazard US Fundamental Alternative EA Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

43 Alken Fund - Absolute Return Europe-H EUR

-1.2%

43 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.4% 0.2% 0.8% 2.1% 0.2%
2016 0.2% -1.1% -1.5% 0.1% 2.7%
2015 1.5% 2.2% -0.8% 1.0% -0.8%
2014 -5.8% 1.3% -1.3% -1.9% -4.0%
2013 -2.8% -2.7% -1.0% 0.4% 0.5%
2012 1.2% 2.8% -4.1% 1.9% 0.7%
2011 -5.9% 1.7% 0.2% -7.0% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg

Fund Info

  • Launch date15/12/2010
  • Share Class size20Mn
  • Base currencyEUR
  • ISIN LU0553727727

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.90%
  • Initial investment1.9

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