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Anima Star High Potential Europe B Cap Eur
6.597
+0.26%
Currency: EUR
Date: 25/12/19
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 6.597 | 6.58 | EUR | 25/12/19 | +0.26 |
Terms
| Isin | IE00B7FN3F89 |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | B |
| Risk Class | 4 |
| Assogestioni Category | Fondi Flessibili |
| Declared Benchmark | N.Av. |
| Start Date | 15/03/10 |
| Advisor Name | Lars Schickentanz; Team di gestione - Anima |
| Fund Asset Under Management | 32,2250 at 25/11/28 |
Performance
| Cumulatives | |
|---|---|
| 1 month | +2.73 |
| Ytd | +11.48 |
| 1 year | +11.04 |
| 3 years | +14.82 |
| 5 years | +19.96 |
| Yearly | |
|---|---|
| 11/30/2024 | +3.39 |
| 11/30/2023 | -0.64 |
| 11/30/2022 | +0.59 |
| 11/30/2021 | +3.97 |
| 11/30/2020 | +13.07 |
| Rating |
|---|
|
| Score |
|---|
| 56.4674 |
Company
Anima Sgr Per Azioni
CORSO GARIBALDI 99 20121 - MILANO (MI)
Tel. +39-02806381
CORSO GARIBALDI 99 20121 - MILANO (MI)
Tel. +39-02806381
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 1.8 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | 0 |
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 | 1.8 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | 0 |
Performance
| Cumulatives | |
|---|---|
| 1 day | +0.27 |
| 1 week | +0.77 |
| 1 month | +2.73 |
| 3 months | +3.20 |
| 6 months | +8.33 |
| From the beginning of the year | +11.48 |
| 1 year | +11.04 |
| 2 years | +15.50 |
| 3 years | +14.82 |
| 4 years | +15.85 |
| 5 years | +19.96 |
| Yearly | |
|---|---|
| 11/30/2024 | +3.39 |
| 11/30/2023 | -0.64 |
| 11/30/2022 | +0.59 |
| 11/30/2021 | +3.97 |
| 11/30/2020 | +13.07 |
| Rating |
|---|
|
|
| Score |
|---|
| 56.4674 |
Efficiency Indicators
| Sharpe 1 year | 1.9351 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.4241 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.7143 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 5.2171 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 0.775 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.3046 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +3.88 |
| 3 years | +3.29 |
| 5 years | +3.90 |
| Negative Volatility | |
|---|---|
| 1 year | +1.46 |
| 3 years | +1.78 |
| 5 years | +2.10 |
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 | 0.4241 |
| Sortino | 0.775 |
| Bull Market | +0.32 |
| Bear Market | +0.08 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 4 |
General
| 1 year 17,746 | 3 years 15,635 | 5 years 13,875 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 17,746
4,549
+9.91
3 years 15,635
12,407
+13.11
5 years 13,875
7,756
+19.64
|
4,549 | +9.91 | 12,407 | +13.11 | 7,756 | +19.64 |
|
Total Volatility
1 year 17,746
5,037
+3.88
3 years 15,635
1,372
+3.29
5 years 13,875
961
+3.90
|
5,037 | +3.88 | 1,372 | +3.29 | 961 | +3.90 |
|
Negative Volatility
1 year 17,746
2,620
+1.46
3 years 15,635
1,514
+1.78
5 years 13,875
626
+2.10
|
2,620 | +1.46 | 1,514 | +1.78 | 626 | +2.10 |
|
Sharpe Index
1 year 17,746
1,092
+1.94
3 years 15,635
11,145
+0.42
5 years 13,875
3,418
+0.71
|
1,092 | +1.94 | 11,145 | +0.42 | 3,418 | +0.71 |
|
Sortino Index
1 year 17,746
936
+5.22
3 years 15,635
10,233
+0.78
5 years 13,875
2,852
+1.30
|
936 | +5.22 | 10,233 | +0.78 | 3,418 | +1.30 |
By Category
| 1 year 17,746 | 3 years 15,635 | 5 years 13,875 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 17,746
151
+9.91
3 years 15,635
795
+13.11
5 years 13,875
321
+19.64
|
151 | +9.91 | 795 | +13.11 | 321 | +19.64 |
|
Total Volatility
1 year 17,746
372
+3.88
3 years 15,635
84
+3.29
5 years 13,875
80
+3.90
|
372 | +3.88 | 84 | +3.29 | 80 | +3.90 |
|
Negative Volatility
1 year 17,746
181
+1.46
3 years 15,635
68
+1.78
5 years 13,875
41
+2.10
|
181 | +1.46 | 68 | +1.78 | 41 | +2.10 |
|
Sharpe Index
1 year 17,746
63
+1.94
3 years 15,635
725
+0.42
5 years 13,875
105
+0.71
|
63 | +1.94 | 725 | +0.42 | 105 | +0.71 |
|
Sortino Index
1 year 17,746
65
+5.22
3 years 15,635
619
+0.78
5 years 13,875
71
+1.30
|
65 | +5.22 | 619 | +0.78 | 71 | +1.30 |
Data provided by 