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Eurizon Fund Equity USA Z Cap

Ranked 81 out of 288 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Marco Mossetti

Marco Mossetti holds more than 15 years experience in the asset management industry and a portfolio manager and is co-head of European & US Equity research at Eurizon Capital since 2013. The equity research team performs fundamental analysis on European and US stocks. He joined the firm in 2003 as US equity fund manager. Marco started his career in 1997 as a junior US equity fund manager at Ersel Giubergia. After that, he joined Sanpaolo Asset Management in 1999 where he was a global technology analyst. He gained a degree in economics and business administration from the University of Economy and Commerce in Turin and is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst. Outside of fund management he enjoys skiing and biking.

Objective

The Sub-Funds net assets will be principally invested in equity and equity-related instruments of any kind, including for example shares and bonds convertible into shares, listed on a securities stock exchange in United States of America and/or issued by companies or institutions established in or having operations in or deriving part of their revenue from this country.

Showing fund performance in Luxembourg View performance globally

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% -4.3% 1.2%
2016 4.2% 3.2% 11.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date27/01/2016
  • Share Class size384Mn
  • Base currencyEUR
  • ISIN LU1341631270

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0

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