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Optimize Capital Reforma Ppr/oicvm Moderado - Fundo De Investimento Aberto De Poupança Reforma (0P0000UP14)

Lisbon

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15.192 -0.040 -0.29%

30/10 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 34.1M

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 Capital Reforma Ppr/oicvm Moderado - Fundo De Investimento 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 0P0000UP14 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change11.01%

Prev. Close15.237

Risk Rating

TTM Yield0%

ROE25.62%

IssuerOptimize Investment Partners SGOIC SA

Turnover267%

ROA10.88%

Inception DateAug 19, 2010

Total Assets34.1M

Expenses1.84%

Min. Investment1

Market Cap177.5B

CategoryEUR Moderate Allocation - Global

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

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1052	1021	1107	1026	1050	1224
Fund Return	5.17%	2.13%	10.74%	0.86%	0.98%	2.04%
Place in category	2657	2096	2495	1603	1949	854
% in Category	86	62	80	65	90	76

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZBHM0002	21M	5.46	0.74	1.80
PTOPZKHM0001	8.15M	3.17	0.15	-
PTOPZNHM0008	8.15M	3.38	0.37	-
PTOPZTHM0002	2.38M	17.99	-	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYSAJHE0016	432.63M	7.55	0.65	-
PTYCXRLP0000	335.28M	7.79	-0.35	2.46
PTYSBZHM0007	304.76M	8.26	0.46	-
PTCXGGHM0012	302.54M	5.74	-0.44	-
PTIGAZHM0002	200.97M	7.88	0.60	2.03

Top Holdings

Name	ISIN	Weight %	Last	Change %
OPTIMIZE Global Bond A EUR Acc	LU2215411468	5.93	-	-
iShares 20+ Year Treasury Bond	US4642874329	3.32	90.84	-1.74%
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	3.22	17.930	-0.11%
Amundi Fds Glbl Aggt Bd I USD C	LU0319687637	2.75	-	-
iShares Core Euro Corporate Bond UCITS	IE00B3F81R35	2.47	120.02	+0.04%

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 .	15.192	-0.040	-0.29%