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Azimut Scudo

10.502 -0.21%

Currency: EUR Date: 25/12/17

Trend

Last	Previous	Currency	Date	Chng
10.502	10.524	EUR	25/12/17	-0.21

Terms

Isin	IT0001055117
Contract Type	Fondo Comune Inv.
Currency	EUR
Class	N.Ap.
Risk Class	2
Assogestioni Category	Fondi Flessibili
Declared Benchmark	N.Av.
Start Date	96/01/26
Advisor Name	Azimut Capital Management SGR
Fund Asset Under Management	25,6000 at 25/11/28

Performance

Cumulatives
1 month	-0.29
Ytd	+2.80
1 year	+2.24
3 years	+13.19
5 years	+8.29

Yearly
11/30/2024	+4.73
11/30/2023	+5.69
11/30/2022	-7.90
11/30/2021	+3.17
11/30/2020	-0.40

Rating

Score
56.5727

Company

Azimut Capital Management Sgr
Via Cusani, 4 20121 - Milano
Tel. +39-0288985400

Costs

Entrance (ACP)	Min: 2,0000 - Max: 2,0000
Management	2.52
Reimbursement	2,5%
Administrative	0%
Switch	0%
Tunnel	3

Subscription

One Solution
Initial	1500,0000 EUR
Integrative	500,0000 EUR

Accumulation Plan
Duration	5-20 anni
Minimum Payment Unit	50
Initial Payment	1500,0000

Costs

Entrance (ACP)	Min: 2,0000 - Max: 2,0000
Management	2.52
Reimbursement	2,5%
Administrative	0%
Switch	0%
Tunnel	3

Performance

Cumulatives
1 day	-0.21
1 week	-0.13
1 month	-0.29
3 months	+0.57
6 months	+1.72
From the beginning of the year	+2.80
1 year	+2.24
2 years	+8.05
3 years	+13.19
4 years	+4.92
5 years	+8.29

Yearly
11/30/2024	+4.73
11/30/2023	+5.69
11/30/2022	-7.90
11/30/2021	+3.17
11/30/2020	-0.40

Rating

Score
56.5727

Efficiency Indicators

Sharpe 1 year	0.7771
Benchmark 1 year	N.Av.
Sharpe 3 years	0.4496
Benchmark 3 years	N.Av.
Sharpe 5 years	0.251
Benchmark 5 years	N.Av.

Sortino 1 year	1.174
Benchmark 1 year	N.Av.
Sortino 3 years	0.7044
Benchmark 3 years	N.Av.
Sortino 5 years	0.3511
Benchmark 5 years	N.Av.

Absolute

Standard Volatility
1 year	+2.72
3 years	+4.21
5 years	+5.03

Negative Volatility
1 year	+1.90
3 years	+2.66
5 years	+3.48

Benchmark

Standard Volatility
1 year	N.Av.
3 years	N.Av.
5 years	N.Av.

Negative Volatility
1 year	N.Av.
3 years	N.Av.
5 years	N.Av.

Updated Monthly - 25/11/28

Relative

Sharpe	0.4496
Sortino	0.7044
Bull Market	+1.26
Bear Market	-1.84

Benchmark	N.Av.
Benchmark	N.Av.
Benchmark	N.Av.
Benchmark	N.Av.

Three years data

Risk Class

General

	1 year 1,719		3 years 1,244		5 years 845
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 1,719 10,916 +3.27 3 years 1,244 12,814 +12.47 5 years 845 10,543 +9.41 Performance	10,916	+3.27	12,814	+12.47	10,543	+9.41
Total Volatility 1 year 1,719 3,490 +2.72 3 years 1,244 2,441 +4.21 5 years 845 1,605 +5.03 Total Volatility	3,490	+2.72	2,441	+4.21	1,605	+5.03
Negative Volatility 1 year 1,719 3,834 +1.90 3 years 1,244 2,776 +2.66 5 years 845 1,519 +3.48 Negative Volatility	3,834	+1.90	2,776	+2.66	1,519	+3.48
Sharpe Index 1 year 1,719 8,804 +0.78 3 years 1,244 10,763 +0.45 5 years 845 9,530 +0.25 Sharpe Index	8,804	+0.78	10,763	+0.45	9,530	+0.25
Sortino Index 1 year 1,719 9,159 +1.17 3 years 1,244 10,755 +0.70 5 years 845 9,671 +0.35 Sortino Index	9,159	+1.17	10,755	+0.70	9,530	+0.35

By Category

	1 year 1,719		3 years 1,244		5 years 845
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 1,719 822 +3.27 3 years 1,244 826 +12.47 5 years 845 570 +9.41 Performance	822	+3.27	826	+12.47	570	+9.41
Total Volatility 1 year 1,719 203 +2.72 3 years 1,244 181 +4.21 5 years 845 160 +5.03 Total Volatility	203	+2.72	181	+4.21	160	+5.03
Negative Volatility 1 year 1,719 271 +1.90 3 years 1,244 199 +2.66 5 years 845 161 +3.48 Negative Volatility	271	+1.90	199	+2.66	161	+3.48
Sharpe Index 1 year 1,719 625 +0.78 3 years 1,244 693 +0.45 5 years 845 508 +0.25 Sharpe Index	625	+0.78	693	+0.45	508	+0.25
Sortino Index 1 year 1,719 610 +1.17 3 years 1,244 671 +0.70 5 years 845 508 +0.35 Sortino Index	610	+1.17	671	+0.70	508	+0.35

Legenda

Data provided by

Azimut Scudo

Trend

Terms

Performance

Company

Costs

Subscription

Costs

Performance

Efficiency Indicators

Absolute

Benchmark

Relative

General

By Category

Italian Funds - Azimut Scudo: Performance, Terms, Fees, Risk, Rating