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Atlante Target Italy Hedged A

Ranked 157 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Umberto Borghesi

Umberto Borghesi has over a quarter of a century of experience in the financial industry. He worked at Albemarle Asset Management since 2007 as a majority shareholder and chief investor managing equity, fixed income and mixed asset funds as well as institutional mandates. He also manages the OYSTER Dynamic Allocation Fund for SYZ Group. He uses a bottom-up stock-picking approach with a value and fundamental investment style. Borghesi gained a degree in Philosophy from Florence University in Italy. Away from work he enjoys tennis and music.

Objective

The Fund will seek to achieve its investment objective by investing in equities, fixed income securities, CIS and FDIs in a long term capital appreciation with a fully hedged strategy. The Fund may invest up to 100% of its net asset value in equities listed on the regulated Italian markets. The Fund may also invest up to 30% of its Net Asset Value in fixed or floating rate Italian governmental bonds, denominated in a European currency, or in the case of investments in cash (including time deposits), they will be primarily held with European credit institutions, primarily European banks.

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Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 157/169 Total Return
  • Rank 96/169 Standard Deviation
  • Rank 152/169 Max Drawdown
Fund Name Currency Return
155 DNCA Invest Miuri B EUR

-7.8%

156 Planetarium Fund Anthilia Silver B EUR

-7.9%

157 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.0%

158 DNCA Invest Velador B EUR

-8.9%

159 DNCA Invest Miura B EUR

-9.1%

Fund Name Currency Risk
94 Tages Anavon Global Equity L/S Ucits S EUR Cap EUR

6.1

95 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

6.1

96 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

6.1

97 LM MC Euro Abs Alpha M (PF) EUR Dis (A) EUR

6.2

97 Portland Hill SICAV European Long/Short C EUR EUR

6.2

Fund Name Currency Loss
150 AZ Fund 1 Active Selection A-AZ FUND Cap EUR

-9.3%

151 MFM Funds Lux-MFM Global Thematic Lg/Sht-I EUR EUR

-9.4%

152 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.5%

153 Aventicum UCITS Absolute Return Euro Eq Fund C EUR EUR

-9.6%

154 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% -4.5% 0.7%
2017 10.6% 7.0% -0.9% 5.5% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland

Fund Info

  • Launch date02/12/2016
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN IE00BDHF6007
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.80%
  • 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).