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Fonditalia Flexible Europe - R

Ranked 131 out of 169 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.

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 131/169 Total Return
  • Rank 77/169 Standard Deviation
  • Rank 116/169 Max Drawdown
Fund Name Currency Loss
114 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.8%

115 PE-Invest 1 EUR

-5.9%

116 Fonditalia Flexible Europe - R EUR

-5.9%

117 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.9%

118 Schroder ISF European Eq Absolute Return C Acc EUR

-6.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -3.3% -1.0%
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 size23Mn
  • Base currencyEUR
  • ISIN LU0553727727

Purchase Info

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

Charges

  • Annual management1.90%
  • Initial investment1.90%

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