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Hwg-fonds (LP60034307)

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573.190 -1.770    -0.31%
26/11 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 39.48M
Type:  Fund
Market:  Germany
Issuer:  Universal-Investment GmbH
ISIN:  DE0008491432 
Asset Class:  Equity
HWG-Fonds 573.190 -1.770 -0.31%

LP60034307 Overview

 
Find basic information about the Hwg-fonds 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 LP60034307 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.27%
Prev. Close574.96
Risk Rating
TTM YieldN/A
ROE10.29%
IssuerUniversal - Investment GmbH
TurnoverN/A
ROA2.75%
Inception DateApr 21, 1970
Total Assets39.48M
Expenses1.34%
Min. Investment1
Market Cap23.44B
CategoryEUR Aggressive Allocation
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Hwg-fonds Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 989 1037 1042 936 1027 1321
Fund Return -1.12% 3.67% 4.2% -2.18% 0.54% 2.82%
Place in category 298 290 262 267 234 146
% in Category 92 90 84 97 98 78

Top Equity Funds by Heidenheimer Volksbank eG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Acatis Gane Value Event Fonds UI C 6.51B 8.31 3.85 6.39
  Acatis Gane Value Event Fonds UI A 6.51B 7.36 2.86 6.58
  Acatis Gane Value Event Fonds UI B 6.51B 7.74 3.29 7.02
  ACATIS Datini Valueflex Fonds A 811.29M 5.25 -5.09 11.38
  ACATIS Datini Valueflex Fonds B 811.29M 4.51 -5.90 10.55

Top Funds for EUR Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vermogensportfolio Nachhaltig B PI2 290.94M 6.47 0.29 3.21
  Vermogensportfolio Nachhaltig B PI3 266.57M 6.67 0.49 3.42
  Private Banking VermogensportfolPI4 164.87M 6.94 0.80 3.73
  Vermogensportfolio Nachh 70 AK 1 2.18B 6.32 0.09 3.01
  Deka BasisAnlage A100 1.68B 13.33 4.63 7.00

Top Holdings

Name ISIN Weight % Last Change %
  Berkshire Hathaway A US0846701086 3.69 732,163 +1.90%
  Vonovia DE000A1ML7J1 2.14 31.32 +3.26%
  BASF DE000BASF111 2.08 41.930 -0.87%
  Bayer DE000BAY0017 2.06 19.16 +1.38%
Deutsche Lufthansa AG XS2296203123 1.73 - -

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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