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            Trend

            Last Previous Currency Date Chng
            4.57 4.561 EUR 26/04/01 +0.20

            Terms

            Isin IT0004301518
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class F
            Risk Class 4
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 07/12/27
            Advisor Name Lars Schickentanz
            Fund Asset Under Management 268,8290  at 26/02/27

            Performance

            Cumulatives
            1 month -2.27
            Ytd +0.20
            1 year +8.76
            3 years +20.23
            5 years +23.28
            Yearly
            02/28/2025 +13.29
            02/29/2024 +4.33
            02/28/2023 +0.84
            02/28/2022 +1.70
            02/28/2021 +4.91
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Anima Sgr Per Azioni
            CORSO GARIBALDI 99 20121 - MILANO
            Tel. +39-02806381

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 0.6
            Reimbursement 0%
            Administrative N.Av.
            Switch 1%; 0%
            Tunnel 0

            Subscription

            One Solution
            Initial 1000000,0000 EUR
            Integrative 5000,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 1000000,0000

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 0.6
            Reimbursement 0%
            Administrative N.Av.
            Switch 1%; 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.20
            1 week -0.02
            1 month -2.27
            3 months +0.20
            6 months +3.09
            From the beginning of the year +0.20
            1 year +8.76
            2 years +13.91
            3 years +20.23
            4 years +18.86
            5 years +23.28
            Yearly
            02/28/2025 +13.29
            02/29/2024 +4.33
            02/28/2023 +0.84
            02/28/2022 +1.70
            02/28/2021 +4.91


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 2.6905
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.0588
            Benchmark 3 years N.Av.
            Sharpe 5 years 1.1228
            Benchmark 5 years N.Av.
            Sortino 1 year 8.6358
            Benchmark 1 year N.Av.
            Sortino 3 years 2.6596
            Benchmark 3 years N.Av.
            Sortino 5 years 2.2662
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +3.95
            3 years +3.60
            5 years +3.65
            Negative Volatility
            1 year +1.24
            3 years +1.44
            5 years +1.79

            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 - 26/02/27

            Relative

            Sharpe 1.0588
            Sortino 2.6596
            Bull Market +0.37
            Bear Market -0.38
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            16,761
              
            +11.15
            3 years 1,281
            12,015
              
            +22.99
            5 years 866
            10,289
              
            +29.49
            Performance             		16,761 +11.15 12,015 +22.99 10,289 +29.49
            Total Volatility
            1 year 1,764
            1,566
              
            +3.95
            3 years 1,281
            2,281
              
            +3.60
            5 years 866
            1,826
              
            +3.65
            Total Volatility             		1,566 +3.95 2,281 +3.60 1,826 +3.65
            Negative Volatility
            1 year 1,764
            2,250
              
            +1.24
            3 years 1,281
            3,206
              
            +1.44
            5 years 866
            2,339
              
            +1.79
            Negative Volatility             		2,250 +1.24 3,206 +1.44 2,339 +1.79
            Sharpe Index
            1 year 1,764
            5,701
              
            +2.69
            3 years 1,281
            7,327
              
            +1.06
            5 years 866
            8,734
              
            +1.12
            Sharpe Index             		5,701 +2.69 7,327 +1.06 8,734 +1.12
            Sortino Index
            1 year 1,764
            6,016
              
            +8.64
            3 years 1,281
            9,089
              
            +2.66
            5 years 866
            9,390
              
            +2.27
            Sortino Index             		6,016 +8.64 9,089 +2.66 8,734 +2.27

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            661
              
            +11.15
            3 years 1,281
            385
              
            +22.99
            5 years 866
            292
              
            +29.49
            Performance             		661 +11.15 385 +22.99 292 +29.49
            Total Volatility
            1 year 1,764
            118
              
            +3.95
            3 years 1,281
            158
              
            +3.60
            5 years 866
            124
              
            +3.65
            Total Volatility             		118 +3.95 158 +3.60 124 +3.65
            Negative Volatility
            1 year 1,764
            117
              
            +1.24
            3 years 1,281
            167
              
            +1.44
            5 years 866
            130
              
            +1.79
            Negative Volatility             		117 +1.24 167 +1.44 130 +1.79
            Sharpe Index
            1 year 1,764
            183
              
            +2.69
            3 years 1,281
            175
              
            +1.06
            5 years 866
            200
              
            +1.12
            Sharpe Index             		183 +2.69 175 +1.06 200 +1.12
            Sortino Index
            1 year 1,764
            172
              
            +8.64
            3 years 1,281
            224
              
            +2.66
            5 years 866
            228
              
            +2.27
            Sortino Index             		172 +8.64 224 +2.66 228 +2.27

            Italian Funds - Anima Alto Potenziale Europa F: Performance, Terms, Fees, Risk, Rating


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