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Anima Esalogo Bilanciato Z (0P0001KBH7)

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6.225 -0.028    -0.45%
08/10 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 2.5B
Type:  Fund
Market:  Italy
Issuer:  Anima Sgr S.p.A
ISIN:  IT0005411787 
Asset Class:  Equity
Anima Esalogo Bilanciato Z 6.225 -0.028 -0.45%

0P0001KBH7 Overview

 
Find key information about the Anima Esalogo Bilanciato Z fund including performance, price, total assets, risk rating, minimum investment, market cap and category. Review manager background, investment policies (including diversification), and past performance. In addition we provide you related 0P0001KBH7 news, analysis tools, interactive charts and analysis articles. Add Anima Esalogo Bilanciato Z (0P0001KBH7) to your portfolio and watchlist to track ongoing performance and price movements. (ISIN: IT0005411787)
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Rating
1-Year Change5.01%
Prev. Close6.253
Risk Rating
TTM Yield0%
ROE33.40%
IssuerAnima Sgr S.p.A
Turnover20.93%
ROA17.06%
Inception DateJun 03, 2020
Total Assets2.5B
ExpensesN/A
Min. Investment500
Market Cap433.68B
CategoryEUR Moderate Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1027 988 1042 1188 1124 -
Fund Return 2.74% -1.19% 4.16% 5.92% 2.36% -
Place in category 2598 2240 2608 2436 1638 -
% in Category 82 72 84 88 71 -

Top Equity Funds by Anima Sgr S.p.A

  Name Rating Total Assets YTD% 3Y% 10Y%
  Anima Valore Globale B 2.9B 21.28 16.01 9.03
  Anima Valore Globale A 2.9B 21.51 16.30 9.16
  Anima Valore Globale F 2.9B 22.55 17.63 10.31
  IT0005384653 2.5B 3.06 6.38 -
  Anima Visconteo A 2.41B 1.48 5.13 1.98

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE0009514989 11.38B 1.05 10.84 6.22
  IT0005384653 2.5B 3.06 6.38 -
  IT0005336851 1.92B 8.29 7.60 -
  Etica Bilanciato I 1.92B 9.02 8.57 5.17
  Etica Bilanciato R 1.92B 8.29 7.60 4.23

Top Holdings

Name ISIN Weight % Last Change %
Euro Bund Future Sept 26 DE000F3A9ET3 12.37 - -
10 Year Treasury Note Future Sept 26 TYU6 Comdty 6.65 - -
  Germany 0 15-Feb-2031 DE0001102531 2.80 87.330 +0.11%
  NVIDIA - 2.61 227.65 -0.71%
United States Treasury Notes - 2.44 - -

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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