  {"id":25018,"date":"2019-04-19T13:24:11","date_gmt":"2019-04-19T11:24:11","guid":{"rendered":"https:\/\/www.eticasgr.com\/storie\/news-events\/best-fund-over-10-years-etica-sgr"},"modified":"2019-04-26T10:42:04","modified_gmt":"2019-04-26T08:42:04","slug":"best-fund-over-10-years-etica-sgr","status":"publish","type":"post","link":"https:\/\/www.eticasgr.com\/en\/storie\/news-events\/best-fund-over-10-years-etica-sgr","title":{"rendered":"Etica Obbligazionario Misto and Etica Bilanciato voted Best Fund Over 10 Years"},"content":{"rendered":"<p><a href=\"https:\/\/www.eticasgr.com\/en\/retail-clients\/ethical-funds\/etica-obbligazionario-misto\"><strong>Etica Obbligazionario Misto<\/strong><\/a> and <a href=\"https:\/\/www.eticasgr.com\/en\/retail-clients\/ethical-funds\/etica-bilanciato\"><strong>Etica Bilanciato<\/strong><\/a> win <strong>Best Fund Over 10 Years<\/strong> award in the <strong>CFS Rating<\/strong> best 300 funds yearbook.<\/p>\n<h2>Best Fund Over 10 Years<\/h2>\n<p>Each year the financial analyst <strong>CFS Rating<\/strong> publishes its annual guide to the <strong>300 best mutual funds<\/strong>. The \u201cOver 10 Years\u201d section in the yearbook covers the <strong>companies that manage investors&#8217; assets most successfully over the long term<\/strong>, identifying products and firms that have achieved <strong>satisfactory results over the last 10 years<\/strong>.<\/p>\n<p>An <strong>efficiency indicator<\/strong> was created for this purpose that uses the <a href=\"https:\/\/www.eticasgr.com\/glossario\">Modified Sharpe Ratio<\/a>\u00a0to give a rating over a longer time horizon. The indicator measures the <strong>returns for each point of volatility, or risk, net of inflation. <\/strong><\/p>\n<h2>10-year results for Etica Obbligazionario Misto and Etica Bilanciato<\/h2>\n<p>Once again this year Etica Sgr appears in the yearbook.\u00a0<strong>Etica Obbligazionario Misto<\/strong>\u00a0and\u00a0<strong>Etica Bilanciato<\/strong>\u00a0were judged the <strong>Best Funds Over 10 years<\/strong> in the Mixed and Balanced &#8211; Equity-Oriented categories as the most efficient funds in the over 10-year class available in Italy.<\/p>\n<p>The funds&#8217; success reflects the strong long-term growth in assets under management and the average annual return over the last 10 years. In particular:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.eticasgr.com\/en\/retail-clients\/ethical-funds\/etica-obbligazionario-misto\"><strong>Etica Obbligazionario Misto<\/strong><\/a> recorded an average 10-year annual return (calculated to the end of 2018) of 3.3%, beating the Fideuram index for the period which measures the average performance of Italian funds in the same Assogestioni category (Mixed);<\/li>\n<li><a href=\"https:\/\/www.eticasgr.com\/en\/retail-clients\/ethical-funds\/etica-bilanciato\"><strong>Etica Bilanciato<\/strong><\/a> recorded an average 10-year annual return (calculated to the end of 2018) of 8.17%, beating the Fideuram index for the period which measures the average performance of Italian funds in the same Assogestioni category (Balanced).<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Etica Obbligazionario Misto and Etica Bilanciato win Best Fund Over 10 Years award in the CFS Rating best 300 funds yearbook. Best Fund Over 10 Years Each year the financial analyst CFS Rating publishes its annual guide to the 300 best mutual funds. The \u201cOver 10 Years\u201d section in the yearbook covers the companies that [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":24930,"comment_status":"open","ping_status":"open","sticky":false,"template":"custom-templates\/single-avanzato.php","format":"standard","meta":{"footnotes":""},"categories":[601],"tags":[2089],"yst_prominent_words":[12953,12951,12954,12952,12959,2384,12956,12946,12944,12961,12962,12948,12947,12945,12949,12950,12955,12958,12960,12957],"class_list":["post-25018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-events","tag-awards","temi-responsible-finance"],"_links":{"self":[{"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/posts\/25018"}],"collection":[{"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/comments?post=25018"}],"version-history":[{"count":2,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/posts\/25018\/revisions"}],"predecessor-version":[{"id":25020,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/posts\/25018\/revisions\/25020"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/media\/24930"}],"wp:attachment":[{"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/media?parent=25018"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/categories?post=25018"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/tags?post=25018"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.eticasgr.com\/en\/wp-json\/wp\/v2\/yst_prominent_words?post=25018"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}