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Ubs Premium Moderado A Fi (113288031)

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10.62 +0.02    +0.15%
18/02 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 11.89M
Type:  Fund
Market:  Spain
Issuer:  Credit Suisse Gestión SGIIC
ISIN:  ES0113288031 
Asset Class:  Equity
Credit Suisse Equity Yield FI 10.62 +0.02 +0.15%

113288031 Overview

 
Find basic information about the Ubs Premium Moderado A 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 113288031 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.83%
Prev. Close10.6
Risk Rating
TTM Yield0%
ROE24.97%
IssuerCredit Suisse Gestión SGIIC
Turnover414%
ROA10.70%
Inception Date29/09/2004
Total Assets11.89M
Expenses0.76%
Min. Investment2,000,000
Market Cap107.52B
CategoryEUR Cautious Allocation - Global
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Ubs Premium Moderado A Fi Analysis


Performance

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Condition

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%

Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1017 1030 1084 1075 1165 1357
Fund Return 1.65% 2.96% 8.4% 2.44% 3.11% 3.1%
Place in category 398 576 430 349 - -
% in Category 15 22 18 18 - -

Top Equity Funds by UBS Wealth Management SGIIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swift Inversiones SICAV 472.99M 1.58 9.42 7.18
  INVERSIONES ECHEMU SICAV SA 134.57M 4.30 8.61 6.16
  ES0172236004 74.48M 1.31 - -
  JIMINY CRICKET 72.33M 2.34 4.71 3.85
  CAR 2003 INVERSIONES MOBILIARIAS 49.85M 7.74 1.79 0.86

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Quality Inversion Conservadora FI 5.45B 0.90 1.70 0.39
  Bankia Soy Asi Cauto FI 2.6B 0.65 1.02 0.90
  Sabadell Prudente Empresa FI 1.77B 1.03 0.83 -
  Sabadell Prudente Plus FI 1.77B 1.03 0.83 -
  Sabadell Prudente Premier FI 1.77B 1.05 1.13 -

Top Holdings

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Mar 25 - 28.61 - -
Euro Schatz Future Mar 25 DE000F01NAF4 17.05 - -
Euro Bund Future Mar 25 DE000F01NAD9 6.30 - -
Euro Bobl Future Mar 25 DE000F01NAE7 3.34 - -
  Source S&P 500 UCITS IE00B3YCGJ38 3.15 1,204.22 +0.05%

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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