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First Private Wealth A (0P0000SLRL)

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85.790 -0.000    0.00%
01/11 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 80.47M
Type:  Fund
Market:  Germany
Issuer:  First Private Investment Management KAG
ISIN:  DE000A0KFUX6 
Asset Class:  Equity
First Private Wealth A 85.790 -0.000 0.00%

0P0000SLRL Overview

 
Find basic information about the First Private Wealth A 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 0P0000SLRL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.65%
Prev. Close85.79
Risk Rating
TTM YieldN/A
ROE17.62%
IssuerFirst Private Investment Management KAG
Turnover51.62%
ROA6.25%
Inception DateNov 25, 2008
Total Assets80.47M
Expenses0.72%
Min. Investment1,000,000
Market Cap64.69B
CategoryEUR Cautious Allocation - Global
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First Private Wealth A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1031 1021 1052 1098 1154 1227
Fund Return 3.11% 2.08% 5.24% 3.15% 2.9% 2.07%
Place in category 2273 1985 2443 66 162 209
% in Category 89 71 96 3 10 22

Top Equity Funds by FIRST PRIVATE Investment Management KAG mbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Private Europa Aktien ULM A 207.55M 1.72 7.58 3.42
  First Private Europa Aktien ULM B 207.55M 12.13 4.16 5.08
  First Private Euro Dividenden STAUb 145.45M 10.14 5.91 6.90
  First Private Wealth B 80.46M 2.50 2.24 1.20
  First Private Euro Dividenden STAUF 145.45M 6.38 4.72 5.71

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PrivatFonds: Kontrolliert 15.55B 8.65 0.73 1.59
  UniStrategie:Konservativ 1.72B 0.68 -1.51 1.55
  BHF Total Return FT 1.49B 0.69 1.54 2.35
  Siemens Balanced 1.38B 7.98 2.53 4.35
  Deka BR 35 1.02B 0.49 0.51 2.50

Top Holdings

Name ISIN Weight % Last Change %
Central Bank Of Iceland 0.05% IS0000028249 5.89 - -
  First Private Aktien Global C DE000A0KFRV6 4.83 141.900 +1.05%
Municipality Finance plc 0.03% XS2590268814 3.77 - -
Iceland (Republic Of) 0.065% IS0000020386 3.77 - -
Austria (Republic of) 0% AT0000A3DUZ3 3.66 - -

Technical Summary

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