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Etica Bilanciato I (LP68143272)

Milan

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17.049 -0.060 -0.33%

19/12 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 2.43B

Type: Fund

Market: Italy

Issuer: Etica SGR SpA

ISIN: IT0004735186

Asset Class: Equity

General
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LP68143272 Overview

Find basic information about the Etica Bilanciato I 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 LP68143272 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: IT0004735186)

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Technical Chart

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Rating

1-Year Change7.71%

Prev. Close17.106

Risk Rating

TTM Yield0%

ROE30.86%

IssuerEtica SGR SpA

Turnover100.68%

ROA15.14%

Inception DateFeb 01, 2012

Total Assets2.43B

Expenses0.99%

Min. Investment500,000

Market Cap79.87B

CategoryEUR Moderate Allocation - Global

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1104	1038	1154	1066	1271	1728
Fund Return	10.38%	3.81%	15.4%	2.16%	4.91%	5.62%
Place in category	1249	963	785	909	341	50
% in Category	40	31	25	38	17	5

Top Equity Funds by Etica SGR SpA

Name	Total Assets	YTD%	3Y%	10Y%
IT0005336851	2.43B	2.51	-0.96	-
Etica Bilanciato R	2.43B	9.49	1.25	4.68
Etica Obbligazionario Misto R	1.45B	4.05	-2.11	0.51
Etica Obbligazionario Misto I	1.45B	4.62	-1.52	1.12
Etica Impatto Clima R	1.2B	7.47	0.58	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
IE0009514989	8.66B	14.42	1.41	4.99
IT0005411787	2.66B	10.16	2.22	-
IT0005384653	2.66B	10.63	2.68	-
Etica Bilanciato R	2.43B	9.49	1.25	4.68
IT0005336851	2.43B	2.51	-0.96	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	5.48	134.70	+3.08%
Austria (Republic of)	AT0000A3DUZ3	3.53	-	-
France .5 25-Jun-2044	FR0014002JM6	2.12	59.220	+0.65%
Visa A	US92826C8394	1.75	317.71	+0.90%
Italy 4 30-Oct-2031	IT0005542359	1.56	106.360	+0.16%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Etica Bilanciato .	17.049	-0.060	-0.33%