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Azimut Strategic Trend

Ranked 1492 out of 2145 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Objective

The objective af the fund is capital growth by investing in bonds, equities and money market instruments denominated in EUR and/or foreign currencies. Equities can not be more than 60% of the fund's assets. Issuers for the bond component are mainly sovereign states or international organisations. Investment in corporate bonds is allowed. Geographical investment areas are Europe, USA and Japan. Residual investment in emerging countries is allowed.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible EUR over : 30/06/2017 - 30/06/2018
  • Rank 1492/2145 Total Return
  • Rank 404/2145 Standard Deviation
  • Rank 129/2145 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% -0.6%
2017 1.3% 2.2% -0.7% 0.8% -1.0%
2016 6.3% -1.3% 0.6% 2.3% 4.7%
2015 2.4% 7.3% -0.2% -4.8% 0.5%
2014 7.4% 0.9% 2.3% 1.7% 2.4%
2013 9.1% 4.5% 1.5% 1.1% 1.7%
2012 16.5% 9.9% -2.6% 6.0% 2.7%
2011 -6.5% 0.8% 0.8% -12.8% 5.5%
2010 5.7% 3.1% -3.9% 3.5% 3.1%
2009 16.6% -3.0% 9.9% 6.5% 2.7%
2008 -23.4% -8.4% -2.1% -1.3% -13.6%
2007 -2.2% 1.5% 2.2% -2.1% -3.6%
2006 6.3% 2.4% -3.5% 2.9% 4.6%
2005 2.6% 2.7% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date28/02/2005
  • Share Class size30Mn
  • Base currencyEUR
  • ISIN IT0003795587

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management2.00%

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