Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Alkimis Capital UCITS - Accumulazione

Ranked 82 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Luca Montorfano

Luca Montorfano has 25 years of experience in asset management. He graduated in Economics (cum laude) from Bocconi University in Milan. Luca began his career at RAS, where he gained extensive experience in the management of equity and fixed income insurance assets. He then became head of European Equity at RAS and Deputy Head of European Equity at Allianz Pimco, where he ran mutual funds, institutional mandates and pension funds. Luca and co-manager Massimo Morchio are fundamental stockpickers and share a strong belief in value investing.

Massimo Morchio

Massimo Morchio has over 30 years' experience in asset management. After graduating in Economics (magna cum laude) from Turin University he held different management roles at Italian and international finance companies. He has been CIO at RAS, Head of global financials and Head of Specialist Funds at Allianz Pimco. Massimo has been a CFA honorary member since 2007.

Alberto Poggiano

Objective

The Fund invests in bond, equities, money market and in bank deposits. The fund invests in instruments classified as "adequate credit quality"; The Fund does not invest in units of other UCITS. In relation to the adopted management style (flexible style), it is not possible to identify a management policy benchmark, therefore it has been indicated, alternatively, a risk indicator (VAR) equal to -7% which represents the maximum expected loss with the 95% probability over a three year time horizon. Geographical areas: without geographical limitations.

Showing fund performance in Bahrain View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 82/169 Total Return
  • Rank 49/169 Standard Deviation
  • Rank 30/169 Max Drawdown
Fund Name Currency Return
80 Man GLG Innovation Equity Alternative IN H EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

81 Swiss Life Funds (LUX) Equity Global Long/Short I EUR

0.0%

82 Alkimis Capital UCITS - Accumulazione EUR

-0.1%

83 Smith & Williamson Enterprise F EUR

-0.1%

84 Janus Henderson UK Absolute Return I EUR Acc H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% 0.1% 0.5%
2017 6.4% 2.2% 1.4% 3.3% -0.6%
2016 -3.6% -2.3% -0.6% 1.0% -1.8%
2015 6.5% 1.3% 1.1% 2.1% 1.8%
2014 2.9% 0.5% -1.4% 1.2% 2.6%
2013 7.4% 3.5% -0.8% 1.4% 3.2%
2012 7.1% 5.1% 0.3% 1.3% 0.4%
2011 -4.5% -3.7% -0.4% -1.3% 0.8%
2010 5.0% 1.8% -3.9% 0.2% 7.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy

Fund Info

  • Launch date11/12/2009
  • Base currencyEUR
  • ISIN IT0004550882

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

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