Trend

Last Previous Currency Date Chng
7.231 7.207 EUR 26/05/05 +0.33

Terms

Isin IE00B7FN3D65
Contract Type Fondo Comune Inv.
Currency EUR
Class C-A
Risk Class 4
Assogestioni Category Fondi Flessibili
Declared Benchmark N.Av.
Start Date 12/03/08
Advisor Name Lars Schickentanz; Team di gestione - Anima
Fund Asset Under Management 3,0500  at 26/03/31

Performance

Cumulatives
1 month +1.20
Ytd +0.70
1 year +8.42
3 years +14.40
5 years +12.60
Yearly
03/31/2025 +11.00
03/31/2024 +2.78
03/31/2023 -1.44
03/31/2022 -0.50
03/31/2021 +2.83
Rating
Score
47.2025

Company

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

Costs

Entrance (ACP) Min: 0,0000 - Max: 0,0000
Management 3
Reimbursement 4,5%
Administrative N.Av.
Switch N.Av.
Tunnel 4

Subscription

One Solution
Initial 250,0000 EUR
Integrative 250,0000 EUR
Accumulation Plan
Duration N.Av.
Minimum Payment Unit N.Av.
Initial Payment 250,0000

Costs

Entrance (ACP) Min: 0,0000 - Max: 0,0000
Management 3
Reimbursement 4,5%
Administrative N.Av.
Switch N.Av.
Tunnel 4

Performance

Cumulatives
1 day +0.32
1 week +0.86
1 month +1.20
3 months -1.52
6 months +2.78
From the beginning of the year +0.70
1 year +8.42
2 years +11.33
3 years +14.40
4 years +10.85
5 years +12.60
Yearly
03/31/2025 +11.00
03/31/2024 +2.78
03/31/2023 -1.44
03/31/2022 -0.50
03/31/2021 +2.83


Rating
Rating Rating Rating
Score
47.2025

Efficiency Indicators

Sharpe 1 year 0.826
Benchmark 1 year N.Av.
Sharpe 3 years 0.2951
Benchmark 3 years N.Av.
Sharpe 5 years 0.1096
Benchmark 5 years N.Av.
Sortino 1 year 1.3198
Benchmark 1 year N.Av.
Sortino 3 years 0.4828
Benchmark 3 years N.Av.
Sortino 5 years 0.1659
Benchmark 5 years N.Av.

Absolute

Standard Volatility
1 year +5.31
3 years +4.06
5 years +3.74
Negative Volatility
1 year +3.32
3 years +2.48
5 years +2.47

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 - 26/04/30

Relative

Sharpe 0.2951
Sortino 0.4828
Bull Market +0.22
Bear Market -0.53
Benchmark N.Av.
Benchmark N.Av.
Benchmark N.Av.
Benchmark N.Av.
Three years data
Risk Class 4

General

  1 year 17,995 3 years 15,871 5 years 14,155
  Pos. Chng % Pos. Chng % Pos. Chng %
Performance
1 year 17,995
7,941
  
+8.58
3 years 15,871
12,144
  
+13.86
5 years 14,155
8,381
  
+12.18
Performance
7,941 +8.58 12,144 +13.86 8,381 +12.18
Total Volatility
1 year 17,995
6,354
  
+5.31
3 years 15,871
2,724
  
+4.06
5 years 14,155
927
  
+3.74
Total Volatility
6,354 +5.31 2,724 +4.06 927 +3.74
Negative Volatility
1 year 17,995
4,742
  
+3.32
3 years 15,871
2,439
  
+2.48
5 years 14,155
738
  
+2.47
Negative Volatility
4,742 +3.32 2,439 +2.48 738 +2.47
Sharpe Index
1 year 17,995
5,171
  
+0.83
3 years 15,871
11,223
  
+0.30
5 years 14,155
8,427
  
+0.11
Sharpe Index
5,171 +0.83 11,223 +0.30 8,427 +0.11
Sortino Index
1 year 17,995
4,773
  
+1.32
3 years 15,871
10,663
  
+0.48
5 years 14,155
8,327
  
+0.17
Sortino Index
4,773 +1.32 10,663 +0.48 8,427 +0.17

By Category

  1 year 17,995 3 years 15,871 5 years 14,155
  Pos. Chng % Pos. Chng % Pos. Chng %
Performance
1 year 17,995
434
  
+8.58
3 years 15,871
781
  
+13.86
5 years 14,155
401
  
+12.18
Performance
434 +8.58 781 +13.86 401 +12.18
Total Volatility
1 year 17,995
508
  
+5.31
3 years 15,871
170
  
+4.06
5 years 14,155
65
  
+3.74
Total Volatility
508 +5.31 170 +4.06 65 +3.74
Negative Volatility
1 year 17,995
282
  
+3.32
3 years 15,871
122
  
+2.48
5 years 14,155
53
  
+2.47
Negative Volatility
282 +3.32 122 +2.48 53 +2.47
Sharpe Index
1 year 17,995
299
  
+0.83
3 years 15,871
661
  
+0.30
5 years 14,155
374
  
+0.11
Sharpe Index
299 +0.83 661 +0.30 374 +0.11
Sortino Index
1 year 17,995
262
  
+1.32
3 years 15,871
588
  
+0.48
5 years 14,155
368
  
+0.17
Sortino Index
262 +1.32 588 +0.48 368 +0.17

Foreign Funds - Anima Star High Potential Europe Classic A Eur: Performance, Terms, Fees, Risk, Rating


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