Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Consultinvest Azione C

Ranked 654 out of 1028 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Enrico Vaccari

Enrico Vaccari is a fund manager at Consultinvest SpA SGR where he has worked since 2001. Enrico runs equity, bond and mixed asset funds using several investment styles. Enrico was born and is currently based in Modena in Italy, where he also attained his degree in economics. Outside of fund management he enjoys hunting.

Maurizio Vitolo

Objective

The Fund invests in financial instruments of European issuers denominated in euro, pounds sterling, Swiss francs and, to a residual to limited extent, in other currencies. The investments in equity financial instruments are present for at least 30% of the Fund's net assets. The Fund implements a flexible investment policy and also invests in UCITS. The main geographic areas in European Union countries and in a residual way that is contained in other European countries, residing in emerging countries.

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

Performance

Europe over : 31/07/2017 - 31/07/2018
  • Rank 654/1028 Total Return
  • Rank 984/1028 Standard Deviation
  • Rank 889/1028 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% -1.0%
2017 10.5% 4.6% 0.1% 6.8% -1.2%
2016 7.1% -8.0% -6.3% 7.9% 15.1%
2015 1.4% 15.6% -4.8% -11.8% 4.4%
2014 0.6% 2.7% 1.6% -0.5% -3.1%
2013 12.9% -0.5% -1.6% 9.5% 5.2%
2012 15.4% 9.0% -8.2% 8.3% 6.5%
2011 -16.2% 0.4% -2.3% -19.2% 5.7%
2010 11.5% 5.6% -9.2% 6.1% 9.5%
2009 26.0% -10.1% 18.9% 18.8% -0.8%
2008 -47.4% -15.7% -8.1% -10.8% -23.9%
2007 3.1% 4.8% 5.5% -2.6% -4.3%
2006 17.5% 9.1% -5.9% 7.3% 6.7%
2005 20.7% 4.0% 3.8% 7.8% 3.9%
2004 6.3% 1.9% 1.9% -2.4% 4.9%
2003 14.6% -12.8% 18.3% 3.5% 7.2%
2002 -26.2% 5.0% -11.6% -26.7% 8.5%
2001 -35.0% -13.6% -9.0% -29.1% 16.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date05/09/1996
  • Share Class size52Mn
  • Base currencyEUR
  • ISIN IT0001076626

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment100

Charges

  • Annual management3.65%
  • Initial investment0.00%

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