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Schroder ISF Italian Equity A Dis

Ranked 2 out of 2 in - Italy over 12 months
All calculations are in GBP unless stated

Managed by

Nicholette MacDonald-Brown

Nicholette MacDonald-Brown is a portfolio manager at London-based Schroders where she has worked since 2012 having joined from Goldman Sachs where she was an analyst and portfolio manager from 2000. She manages the European Total Return and Italian Equity funds for the firm using a low volatility long-only investment style. Born in London, Nicholette graduated from Bristol University where she studied Economics and Politics and is a CFA charterholder. She enjoys skiing and the theatre in her spare time.

Hannah Piper

Hannah Piper joined Schroders in 2012 as an EU small and mid-cap analyst based in London and is currently a co-manager on the Schroder ISF Italian Equity Fund alongside Nicholette MacDonald-Brown. Prior to joining Schroders, Hannah was a sell-side analyst at UBS. She is a Chartered Accountant (ACA) and graduated from Durham University with a BSc in Natural Sciences.

Objective

The Sub-fund aims to provide capital growth primarily through investment in equity securities of Italian companies. The fund has no bias to any particular industry or size of company. The Fund may also invest in money market instruments and hold cash.

Showing fund performance in Gibraltar View performance globally

Performance

Italy over : 30/09/2016 - 30/09/2017
  • Rank 2/2 Total Return
  • Rank 2/2 Standard Deviation
  • Rank 2/2 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.5% 7.1% 10.5%
2016 5.8% -6.3% -3.7% 6.9% 9.7%
2015 15.8% 13.8% -1.0% -1.3% 4.2%
2014 -5.3% 12.6% -5.3% -4.6% -6.8%
2013 31.4% 2.2% 3.9% 11.5% 11.0%
2012 15.7% 13.2% -10.4% 6.1% 7.5%
2011 -20.7% 10.2% -0.9% -26.0% -1.9%
2010 -9.9% 0.6% -19.6% 12.6% -1.1%
2009 16.7% -19.4% 17.3% 28.4% -3.8%
2008 -31.1% -8.9% -5.0% -14.4% -7.0%
2007 -7.0% 3.4% 0.4% -6.6% -4.1%
2006 30.4% 15.8% -1.8% 4.9% 9.3%
2005 11.8% 1.6% 1.3% 7.1% 1.4%
2004 24.6% -1.6% 7.6% 4.0% 13.1%
2003 28.5% -4.6% 19.1% 3.2% 9.6%
2002 -11.1% 6.6% -6.9% -22.2% 15.0%
2001 -20.1% -8.3% -5.5% -17.1% 11.3%
2000 22.3% 15.2% 4.3% -0.1% 1.9%
1999 59.1% 7.0% 6.3% 0.7% 38.9%
1998 54.1% 34.2% -1.1% -5.7% 23.1%
1997 42.8% 4.0% 9.2% 18.0% 6.5%
1996 -4.3% -2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Iceland
  11. Italy
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Poland
  17. Portugal
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date03/05/1996
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0067016716

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

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