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Piano Bilanciato Italia 50 A (0P0001A4HE.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
12.09-0.04 (-0.31%)
As of 09:00PM CET. Market open.

Piano Bilanciato Italia 50 A

Piazza Erculea 9

Management Information
Stefano Pizzamiglio,Lead Manager since April 4, 2017
Dal 1994 Divisione Asset Management del Gruppo Deutsche Bank - responsabile fondi azionari europei;dal 1994 al 1994 KPMG - corporate finance;dal 1991 al 1993 KPMG - accounting.Visiting Professor alla SDA-Bocconi.Laurea in Economia presso l'Università Luigi Bocconi
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEUR Moderate Allocation
Fund FamilyFideuram Investimenti SGR SPA
Net Assets397.44M
YTD Return6.11%
Morningstar Rating★★★
Inception DateApr 4, 2017

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001A4HE.FCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load3.00%N/A
Max Deferred Sales Load0.00%N/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A