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Auretas Strategy Balanced (lux) B V (0P0000JAVD)

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184.450 +0.130    +0.07%
25/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 152.57M
Type:  Fund
Market:  Luxembourg
Issuer:  Universal-Investment Luxembourg SA
ISIN:  LU0274636579 
Asset Class:  Equity
AlphaBalanced B V 184.450 +0.130 +0.07%

0P0000JAVD Overview

 
Find basic information about the Auretas Strategy Balanced (lux) B V mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JAVD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU0274636579)
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Rating
1-Year Change20.26%
Prev. Close184.32
Risk Rating
TTM Yield0%
ROE25.23%
IssuerUniversal - Investment Luxembourg SA
Turnover134.33%
ROA10.53%
Inception DateDec 29, 2006
Total Assets152.57M
Expenses1.82%
Min. Investment10,000,000
Market Cap108.64B
CategoryEUR Moderate Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1098 1021 1200 1044 1192 1430
Fund Return 9.81% 2.08% 20.03% 1.45% 3.58% 3.64%
Place in category 359 473 238 771 775 397
% in Category 13 17 9 33 37 33

Top Equity Funds by Universal-Investment Luxembourg SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU1637619120 771.24M -3.29 -13.50 -
  LU1637618742 274.39M -6.98 -15.48 -
  LU1637618155 257.94M -3.27 -10.35 -
  AlphaBalanced B I 152.57M 9.46 1.05 3.23
  AlphaBalanced B II 152.57M 9.52 1.12 3.31

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AllianzIncome Growth AT H2EUR 50.7B 6.46 -1.39 4.59
  AllianzIncome Growth RM H2EUR 50.7B 7.06 -0.84 -
  AllianzIncome Growth AM H2EUR 50.7B 6.49 -1.35 4.60
  AllianzIncome Growth P H2EUR 50.7B 7.00 -0.83 5.25
  AllianzIncome Growth A H2EUR 50.7B 6.49 -1.35 4.64

Top Holdings

Name ISIN Weight % Last Change %
  iShares MSCI USA ESG Enhanced UCITS ETF USD Inc IE00BHZPJ890 15.65 10.70 +0.19%
  iShares € Govt Bond Climate UCITS EUR (Dist) IE00BLDGH447 10.81 4.22 0.00%
  Amundi MSCI Europe UCITS EUR LU1681042609 5.64 334.36 -0.49%
  Vanguard U.S. Government Bond Index Fund EUR Hedge IE0007471471 4.27 87.910 +0.88%
  Invesco Physical Gold ETC IE00B579F325 4.04 253.27 -0.33%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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