Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Diversified Growth Company Horizonte B Eur Acc (0P0000ZETM)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
125.661 +0.360    +0.29%
21/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 149.74M
Type:  Fund
Market:  Luxembourg
Issuer:  Notz, Stucki Europe SA
ISIN:  LU0714639233 
Asset Class:  Equity
DGC Horizonte B EUR Acc 125.661 +0.360 +0.29%

0P0000ZETM Overview

 
Find basic information about the Diversified Growth Company Horizonte B Eur Acc 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 0P0000ZETM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change9.8%
Prev. Close125.301
Risk Rating
TTM Yield0%
ROE25.21%
IssuerNotz, Stucki Europe SA
TurnoverN/A
ROA9.53%
Inception DateAug 21, 2013
Total Assets149.74M
Expenses1.22%
Min. Investment3,000,000
Market Cap104.7B
CategoryEUR Cautious Allocation - Global
What is your sentiment on DGC Horizonte B EUR Acc?
or
Market is currently closed. Voting is open during market hours.

Diversified Growth Company Horizonte B Eur Acc Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1052 1015 1119 988 1049 1176
Fund Return 5.15% 1.54% 11.91% -0.39% 0.97% 1.63%
Place in category 1055 840 956 1294 1041 363
% in Category 44 36 35 61 57 38

Top Equity Funds by NS Partners Europe SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  DGC Stock Selection A EUR 588.7M 9.89 5.88 8.85
  DGC Stock Selection B EUR Acc 588.7M 10.58 6.68 9.75
  NS Sel SIF Quality Trends DPM EUR 155.49M 10.69 -1.41 -
  DGC Horizonte A EUR 149.74M 4.94 -0.64 1.39
  Diversified GrowthCoHorizonte P EUR 149.74M 5.60 0.13 2.24

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  M&G Optimal Income Fund A EUR Inc 9.62B 0.45 -1.01 1.19
  M&G Optimal Income Fund A EUR Acc 9.62B 0.45 -1.01 1.19
  Pictet Multi Asset Global R 5.29B 6.38 -0.21 1.55
  Pictet-Multi Asset Global Opport P 5.29B 6.90 0.38 2.29
  PI Multi Asset Global Opportunities 5.29B 7.33 0.87 2.74

Top Holdings

Name ISIN Weight % Last Change %
  Amundi Index Solutions Barclays Euro Corp BBB 1-5 LU1525418643 10.01 53.11 +0.17%
  iShares Euro Corporate Bond 1-5Yr UCITS IE00B4L60045 8.86 107.76 +0.13%
  Source S&P 500 UCITS IE00B3YCGJ38 7.89 1,172.55 +0.21%
  iShares Edge MSCI USA Value Factor IE00BD1F4M44 6.53 10.51 +0.86%
  Amundi Index Solutions Barclays US Corp BBB 1-5 DR LU1525418726 6.50 55.160 +0.55%

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000ZETM Comments

Write your thoughts about Diversified Growth Company Horizonte B Eur Acc
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email