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Ibercaja Gestión Equilibrada Fi (0P0001DHCR)

Madrid

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6.525 -0.010 -0.15%

18/12 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 1.15B

Type: Fund

Market: Spain

Issuer: Ibercaja Gestión SGIIC

ISIN: ES0146794005

Asset Class: Equity

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0P0001DHCR Overview

Find basic information about the Ibercaja Gestión Equilibrada Fi 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 0P0001DHCR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ES0146794005)

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Technical Chart

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Rating

1-Year Change6.2%

Prev. Close6.535

Risk Rating

TTM Yield0%

ROE27.04%

IssuerIbercaja Gestión SGIIC

TurnoverN/A

ROA11.68%

Inception DateJun 01, 2018

Total Assets1.15B

Expenses1.48%

Min. Investment300

Market Cap146.76B

CategoryEUR Cautious Allocation

What is your sentiment on IBERCAJA GESTIÓN EQUILIBRADA, FI?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1060	1018	1077	1029	1063	-
Fund Return	5.96%	1.76%	7.67%	0.96%	1.23%	-
Place in category	351	396	486	338	362	-
% in Category	39	45	52	43	47	-

Top Equity Funds by Ibercaja Gestión SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Ibercaja Gestion Garantizado 6 FI	1.85B	4.73	-0.97	-0.25
Ibercaja Seleccion Renta Internacio	1.85B	6.76	1.17	1.63
Ibercaja Gestion Garantizado 5 FI	1.32B	3.97	-0.19	0.05
Ibercaja Tecnologico B FI	697.3M	37.13	11.73	13.54
Ibercaja Tecnologico A FI	697.3M	35.93	10.66	12.61

Top Funds for EUR Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Santander Select Patrimonio S FI	2.7B	6.09	-0.14	0.35
Santander Select Patrimonio A FI	2.7B	6.09	-0.14	0.24
Ibercaja Seleccion Renta Internacio	1.85B	6.76	1.17	1.63
BBVA Solidaridad FI	1.61B	4.92	1.14	0.72
Santander PB Cartera 20 FI	902.13M	6.35	-0.01	0.32

Top Holdings

Name	ISIN	Weight %	Last	Change %
Ibercaja Crecimiento Dino¡mico B FI	ES0146843000	19.24	7.922	-0.25%
Ibercaja Renta Fija 2026 B FI	ES0147107025	14.35	-	-
Ibercaja Renta Fija 2025 B FI	ES0147106019	9.02	-	-
Ibercaja Horizonte B FI	ES0147642005	8.81	-	-
Ibercaja Oportunidad Renta Fija B FI	ES0184007013	8.36	7.98	-0.12%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	IBERCAJA GESTIÓN .	6.525	-0.010	-0.15%