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Welzia World Equity Fi (184676031)

Madrid

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16.40 +0.15 +0.93%

23/04 - Delayed Data. Currency in EUR ( Disclaimer )

Morningstar Rating:
Total Assets: 23.98M

Type: Fund

Market: Spain

Issuer: Welzia Management SGIIC

ISIN: ES0184676031

Asset Class: Equity

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184676031 Overview

Find basic information about the Welzia World Equity 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 184676031 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ES0184676031)

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Technical Chart

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Rating

1-Year Change10.77%

Prev. Close16.25

Risk Rating

TTM Yield0%

ROE24.63%

IssuerWelzia Management SGIIC

Turnover241%

ROA9.81%

Inception DateAug 06, 2005

Total Assets23.98M

Expenses2.53%

Min. Investment100

Market Cap78.85B

CategoryGlobal Large - Cap Growth Equity

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Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1066	1066	1149	1095	1393	1553
Fund Return	6.56%	6.56%	14.91%	3.08%	6.86%	4.5%
Place in category	2737	2737	2514	1720	-	-
% in Category	89	89	86	77	-	-

Top Equity Funds by Welzia Management SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Welzia Ahorro 5 FI	81.55M	2.24	1.90	1.02
Welzia USA Equity FI	28.4M	7.66	6.94	5.91
PREFELICITY	8M	-9.76	3.41	4.99
INVERVILLADA	2.4M	4.44	4.69	-

Top Funds for Global Large-Cap Growth Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Caixabank Seleccion Tendencias Esta	2.5B	8.45	1.61	8.55
Caixabank Seleccion Tendencias Plus	2.5B	8.63	2.30	9.30
Ibercaja Global Brands A FI	540.97M	10.59	3.69	-
Ibercaja Global Brands B FI	540.97M	10.89	4.81	-
Ibercaja BP Seleccion Global B FI	418.37M	14.99	6.17	5.67

Top Holdings

Name	ISIN	Weight %	Last	Change %
Seilern America EUR H I	IE00BD8DY878	9.01	-	-
WisdomTree US Quality Dividend Growth UCITS ETF -	IE00BZ56RG20	6.50	39.25	-0.27%
Xtrackers S&P 500 Equal Weight UCITS 2C EUR Hedged	IE0002EI5AG0	6.45	9.35	-0.33%
JPM US Value I (acc) EURH	LU0973530859	5.88	-	-
DPAM INVEST B - Equities NewGems Sustainable F Cap	BE0948502365	5.02	329.550	-0.29%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Welzia Crecimient.	16.40	+0.15	+0.93%