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Optimize Capital Reforma Ppr/oicvm Equilibrado - Fundo De Investimento Aberto De Poupança Reforma (0P0000UP13)

Lisbon

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16.269 -0.060 -0.39%

30/10 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 21M

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZBHM0002

Asset Class: Equity

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0P0000UP13 Overview

Find basic information about the Optimize Capital Reforma Ppr/oicvm Equilibrado - Fundo De Investimento Aberto De Poupança Reforma 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 0P0000UP13 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: PTOPZBHM0002)

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Rating

1-Year Change11.72%

Prev. Close16.332

Risk Rating

TTM Yield0%

ROE26.16%

IssuerOptimize Investment Partners SGOIC SA

Turnover180%

ROA10.42%

Inception DateSep 25, 2008

Total Assets21M

Expenses2.35%

Min. Investment1

Market Cap90.65B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Optimize Capital Reforma PPR OICVM Equilibrado?

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1055	1015	1113	1022	1052	1195
Fund Return	5.46%	1.53%	11.28%	0.74%	1.02%	1.8%
Place in category	2569	2590	2395	1668	1937	916
% in Category	83	80	77	67	89	81

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZDHM0000	34.1M	5.17	0.86	2.04
PTOPZKHM0001	8.15M	3.17	0.15	-
PTOPZNHM0008	8.15M	3.38	0.37	-
PTOPZTHM0002	2.38M	17.99	-	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYSAJHE0016	432.63M	7.55	0.65	-
PTYCXRLP0000	335.28M	7.79	-0.35	2.46
PTYSBZHM0007	304.76M	8.26	0.46	-
PTCXGGHM0012	302.54M	5.74	-0.44	-
PTIGAZHM0002	200.97M	7.88	0.60	2.03

Top Holdings

Name	ISIN	Weight %	Last	Change %
OPTIMIZE Global Bond A EUR Acc	LU2215411468	7.77	-	-
OPTIMIZE SICAV Global Flexible A EUR Acc	LU2215411039	6.27	22.689	-1.18%
OPTIMIZE Europe Value A EUR Acc	LU2215410650	6.02	-	-
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	2.77	17.930	-0.11%
DPAM L - Bonds Emerging Markets Sustainable F	LU0907928062	2.69	154.050	-0.56%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimize Capital .	16.269	-0.060	-0.39%