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Optimize Ppr Moderado (0P0000UP14)

Lisbon

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15.622 +0.030 +0.17%

29/01 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 38.55M

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZDHM0000

Asset Class: Equity

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0P0000UP14 Overview

Find basic information about the Optimize Ppr Moderado 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 0P0000UP14 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.19%

Prev. Close15.595

Risk Rating

TTM Yield0%

ROE25.71%

IssuerOptimize Investment Partners SGOIC SA

Turnover267%

ROA11.33%

Inception DateAug 19, 2010

Total Assets38.55M

Expenses1.84%

Min. Investment1

Market Cap190.69B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Optimize Capital Reforma PPR OICVM Moderado?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1080	1027	1080	1044	1086	1242
Fund Return	8.04%	2.73%	8.04%	1.44%	1.67%	2.19%
Place in category	1701	461	1701	883	1684	841
% in Category	57	16	57	37	77	72

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZBHM0002	23.26M	8.23	0.77	1.99
PTOPZKHM0001	8.23M	5.54	-1.14	-
PTOPZNHM0008	8.23M	5.78	-0.91	-
PTOPZTHM0002	2.92M	2.20	-12.34	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYSAJHE0016	423.45M	8.75	0.10	-
PTYCXRLP0000	325.22M	6.64	-1.15	2.37
PTCXGGHM0012	298M	5.02	-0.87	-
PTYSBZHM0007	288.97M	7.62	0.09	-
PTYAFJLM0007	199.98M	8.33	-0.24	1.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
OPTIMIZE Global Bond A EUR Acc	LU2215411468	5.62	-	-
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	3.13	18.310	-0.05%
iShares 20+ Year Treasury Bond	US4642874329	3.10	87.76	-0.66%
Amundi Fds Glbl Aggt Bd I USD C	LU0319687637	2.67	-	-
Amundi S&P 500 UCITS ETF - D-EUR	LU0496786574	2.51	60.14	+1.28%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimize Capital .	15.622	+0.030	+0.17%