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Planetarium Fund Anthilia Red A

Ranked 142 out of 169 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 : 30/09/2017 - 30/09/2018
  • Rank 142/169 Total Return
  • Rank 111/169 Standard Deviation
  • Rank 135/169 Max Drawdown
Fund Name Currency Risk
109 Hedge Invest Principia EUR FOF EUR

6.7

109 Quaero Capital European Equities Long-Short A EUR EUR

6.7

111 Planetarium Fund Anthilia Red A EUR

6.7

111 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

6.7

113 Silver Time LOQ Eqty Europe Patrimoine S EUR C EUR

6.7

Fund Name Currency Loss
133 Assenagon Substanz Europa I EUR

-7.5%

134 Nomura Alpha Japan Long Short A EUR EUR

-7.6%

135 Planetarium Fund Anthilia Red A EUR

-7.7%

136 BDL Rempart Europe C EUR

-7.7%

136 TM Sanditon European Select F Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 2.0% -0.8%
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 size18Mn
  • 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).