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Symphonia Azionario Trend Globale I (0P00017A7K)

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16.993 +0.370    +2.23%
23/04 - Closed. Currency in EUR
Type:  Fund
Market:  Italy
ISIN:  IT0005154080 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 79.07M
Symphonia Asia Flessibile I 16.993 +0.370 +2.23%

0P00017A7K Overview

 
On this page you'll find an in-depth profile of Symphonia Azionario Trend Globale I. Learn about the key management, total assets, investment strategy and contact information of 0P00017A7K among other information.
Category

Global Large-Cap Blend Equity

Total Assets

79.07M

Expenses

Inception Date

Jan 01, 2016

Contact Information

Address Via San Dalmazzo 15, 10122 Torino
Torino, 10122
Italy
Phone +39 2 777071
Fax 0039-02/777.07.350

Top Executives

Name Title Since Until
Marco Midulla Head 2024 Now
Biography Graduated in Economics and Management from LUISS University in Rome, Marco Midulla later earned a Master’s degree in Finance. In 2015, after a period in London at Schroders as Assistant Portfolio Manager, he joined Kairos Partners SGR as a macroeconomic analyst within the discretionary portfolio management team. In 2019, he became part of the L/S KIS KEY fund team as a fundamental analyst covering the Telecom, Infrastructure, and Real Estate sectors, and was appointed co-portfolio manager in October 2020. Since August 2021, he has also taken on the management responsibility of the L/S KIS ActivESG fund, a compartment focused on the European ESG space. He has been a member of the Chartered Financial Analyst (CFA) Institute since 2019, and in 2023 obtained the ESG Analyst and Investing Certificate from Politecnico di Milano. On May 15, 2024, he joined the Symphonia SGR team as Head of Mutual Funds.
Aldo Martinale Senior Portfolio Manager 2020 Now
Biography Aldo Martinale holds a degree in Economics from the University of Turin. He began his career in the independent financial advisory sector as a Fundamental Analyst, focusing on small and medium-sized enterprises, where he developed significant expertise in company valuation. In 2007, he joined Banca Intermobiliare, first as Head of Research and Analysis and later as Head of the Wealth Management Division. In 2017, he joined Symphonia SGR as a manager in the balanced funds and customized portfolio segment. Since 2020, he has taken on a coordination role within the asset management division and has focused his management activity on the equity segment, particularly mid- and small-cap stocks. As of September 2024, he is Senior Portfolio Manager at Symphonia SGR with a particular focus on Italian Equity.
Massimiliano Schena - 2020 2024
Luca Boffa - 2018 2020
Biography Luca Boffa graduated in Economics from the University of Turin. He began his career analyzing financial sector balance sheets and obtained the CFA charter. Since 2000, he has contributed to and later managed long-only equity mandates focused on emerging markets and developed Asia for Allianz, BPM Gestioni, Anima, and Symphonia SGR. Since 2018, he has been responsible at Symphonia SGR for the flexible equity fund Electric Vehicles Revolution, the first thematic fund dedicated to the future of mobility. In 2021, he launched Artificial Intelligence for Symphonia SGR, a thematic equity fund dedicated to artificial intelligence, robotics, and quantum computing.
Massimo Baggiani - 2004 2018
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