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Planetarium Fund Anthilia Red A

Ranked 100 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Paolo Rizzo

Italian-born Paolo Rizzo graduated from Bocconi University in Milan with a degree in Economics. Paolo was head of European equity at Credit Agricole until 2001 when he left to join Anthilia Capital Partners where he is a partner and fund manager. Before joining Credit Agricole he was head of equity at Deutsche Bank AM. Paolo runs the Anthilia Red Fund, a European Equity portfolio using a fundamental investment style. Outside of work, Paolo enjoys playing golf.

Objective

Flexible fund that invests in stocks of companies with significant potential for growth in sales and margins, not yet recognized by the market, and undervalued companies with opportunities to turn-around through industrial or fianncial restructuring operations. Focus is on Europe area and in particula on those areas where the greater the experience of analysis, knowledge and relationship with the management. It invests in a residual portion in short-term government bonds (in order to exploit flexible exposure to equity). The approach is a fundamental with a bottom-up analysis. The segment of small and mid caps can be up to 50% of net assets.

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Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 100/174 Total Return
  • Rank 138/174 Standard Deviation
  • Rank 145/174 Max Drawdown
Fund Name Currency Return
98 BNY Mellon Absolute Return Equity R EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2%

98 ABN AMRO Total Return Global Equities C EUR

0.2%

100 Planetarium Fund Anthilia Red A EUR

0.2%

101 Moneta Long Short A EUR

0.1%

102 BBVA Durbana IF BBVA Alternative Solutions Fund EUR

0.1%

Fund Name Currency Risk
136 DNB Fund TMT Absolute Return A EUR EUR

7.6

137 Majedie Asset Management Tortoise I Acc EUR

7.6

138 Planetarium Fund Anthilia Red A EUR

7.8

139 UBS (Irl) Global Eq Long Shrt EUR I B Acc EUR

7.8

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

Currency exposure is hedged

Currency exposure is hedged

EUR

7.9

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 2.0%
2017 8.7% 6.2% 0.5% 4.9% -2.9%
2016 0.1% -6.8% -2.6% 4.7% 5.3%
2015 8.6% 16.5% -4.4% -7.4% 5.4%
2014 -0.4% 2.7% -0.3% -0.6% -2.1%
2013 11.4% 1.8% -0.8% 4.8% 5.3%
2012 6.3% 5.0% -4.7% 2.4% 3.8%
2011 -8.8% -0.3% -0.5% -9.1% 1.2%
2010 2.5% 0.4% -1.6% 1.4% 2.3%
2009 5.0% -0.8% 2.5% 3.2% 0.0%
2008 -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date18/08/2008
  • Share Class size21Mn
  • Base currencyEUR
  • ISIN LU0374938990

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75

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