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Tailor Allocation Defensive I (0P00014BC6)

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1,294.280 +1.100    +0.09%
20/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 78.16M
Type:  Fund
Market:  France
Issuer:  Haas Gestion
ISIN:  FR0011731793 
Asset Class:  Equity
Epargne Patrimoine I 1,294.280 +1.100 +0.09%

0P00014BC6 Overview

 
Find basic information about the Tailor Allocation Defensive I 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 0P00014BC6 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.32%
Prev. Close1,293.18
Risk Rating
TTM Yield0%
ROE19.78%
IssuerHaas Gestion
TurnoverN/A
ROA7.59%
Inception DateFeb 10, 2014
Total Assets78.16M
ExpensesN/A
Min. Investment100
Market Cap32.14B
CategoryEUR Cautious Allocation
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Tailor Allocation Defensive I Analysis


Performance

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Condition

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%

Frequency

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 1015 1085 1071 1137 1244
Fund Return 6.54% 1.47% 8.47% 2.3% 2.61% 2.21%
Place in category 229 494 355 122 84 76
% in Category 27 56 39 15 11 16

Top Equity Funds by Tailor AM

  Name Rating Total Assets YTD% 3Y% 10Y%
  Epargne Patrimoine C 78.16M 6.14 1.69 1.63
  Epargne Patrimoine B 78.16M 5.77 1.42 1.35

Top Funds for EUR Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  FR0007051040 2.63B 2.75 3.16 2.10
  Vega Euro Rendement RC 1.48B 4.86 0.25 2.03
  29 Haussmann Euro Rendement C 1.26B 7.06 2.77 2.74
  Echiquier Arty 690.53M 4.09 1.04 2.18
  Echiquier Arty i 690.53M 4.67 1.65 2.78

Top Holdings

Name ISIN Weight % Last Change %
Tailor Crédit Rendement Cible I FR0011819036 17.86 - -
Tailor Crédit Short Duration I FR0013287646 15.72 - -
  iShares € Corp Bond ESG UCITS EUR (Acc) IE000L2TO2T2 12.54 5.22 0.00%
  BNP Paribas Easy JPM ESG EMU Government Bond IG 3- LU2244387457 10.01 9.59 -0.10%
Tailor Actions Avenir ISR I FR0013342060 6.58 - -

Technical Summary

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