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Smart Invest Ppr/oicvm Conservador Fundo De Investimento Mobiliário Aberto De Poupança Reforma (0P0001LHA5)

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4.796 -0.010    -0.28%
30/10 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 3.41M
Type:  Fund
Market:  Portugal
Issuer:  Invest Gestão de Activos SGFIM SA
ISIN:  PTARMGHM0006 
Asset Class:  Equity
Smart Invest PPR/OICVM Conservador Fundo de Invest 4.796 -0.010 -0.28%

0P0001LHA5 Overview

 
Find basic information about the Smart Invest Ppr/oicvm Conservador Fundo De Investimento Mobiliário Aberto De Poupança Reforma 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 0P0001LHA5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.15%
Prev. Close4.809
Risk Rating
TTM Yield0%
ROE23.26%
IssuerInvest Gestão de Activos SGFIM SA
TurnoverN/A
ROA9.68%
Inception DateJan 06, 2021
Total Assets3.41M
Expenses1.54%
Min. Investment50
Market Cap87.71B
CategoryEUR Cautious Allocation - Global
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Smart Invest Ppr/oicvm Conservador Fundo De Investimento Mobiliário Aberto De Poupança Reforma Analysis


Performance

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%

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Delivery Method

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1033 1030 1075 945 - -
Fund Return 3.27% 3.03% 7.46% -1.87% - -
Place in category 1805 660 1453 1867 - -
% in Category 70 20 55 84 - -

Top Equity Funds by Invest Gestão de Activos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  Alves Ribeiro PPR Fundo de Invest 252.37M 4.72 1.12 4.98
  PTARMIHM0004 11.72M 9.17 3.20 -
  PTARMHHM0005 8.68M 6.02 0.41 -

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYCXKLP0007 1.09B 5.70 -0.49 1.84
  PTYAFKLM0004 762.17M 5.13 -1.21 0.94
  PTIGAXHM0004 762.17M 5.50 -0.71 1.09
  PTYPIQLM0008 678.71M 0.32 -2.27 -0.10
  PTYAIVLM0008 437.87M 5.15 -1.21 0.92

Top Holdings

Name ISIN Weight % Last Change %
  iShares Euro Government Bond 3-7Yr UCITS Acc IE00B3VTML14 18.03 129.54 +0.05%
  db x-trackers II iBoxx Sovereigns Eurozone 5-7 UCI LU0290357176 16.08 227.62 +0.11%
  db x-trackers II iBoxx Liquid Corporate UCITS 1C LU0478205379 15.04 155.77 -0.02%
  iShares Global High Yield Corp Bond UCITS ETF EUR IE00BJSFR200 9.99 4.37 0.00%
  iShares $ Treasury Bond 7-10yr UCITS ETF EUR Hedge IE00BGPP6697 8.04 4.06 -0.49%

Technical Summary

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