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Optimize Selecção Agressiva B - Fundo De Investimento Aberto Flexível (0P000172UY)

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13.134 -0.010    -0.07%
19/11 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 8.24M
Type:  Fund
Market:  Portugal
Issuer:  Optimize Investment Partners SGOIC SA
ISIN:  PTOPZNHM0008 
Asset Class:  Equity
Optimize Seleção Agressiva B - Fundo 13.134 -0.010 -0.07%

0P000172UY Overview

 
Find basic information about the Optimize Selecção Agressiva B - Fundo De Investimento Aberto Flexível 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 0P000172UY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.94%
Prev. Close13.142
Risk Rating
TTM Yield0%
ROE18.96%
IssuerOptimize Investment Partners SGOIC SA
TurnoverN/A
ROA8.06%
Inception DateNov 02, 2015
Total Assets8.24M
Expenses1.93%
Min. Investment10
Market Cap45.96B
CategoryEUR Aggressive Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1048 1017 1127 967 1075 -
Fund Return 4.77% 1.72% 12.68% -1.11% 1.45% -
Place in category 1549 938 1532 1255 1056 -
% in Category 93 55 92 90 96 -

Top Equity Funds by Optimize Investment Partners SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTOPZDHM0000 34.63M 5.56 0.90 2.14
  PTOPZBHM0002 21.44M 5.60 0.30 1.89
  PTOPZKHM0001 8.24M 4.57 -1.33 -
  PTOPZTHM0002 2.6M -6.24 -16.76 -

Top Funds for EUR Aggressive Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYSAKHE0013 165.71M 8.82 0.48 -
  PTIGAYHM0011 76.38M 9.31 1.14 3.45
  PTYAFILM0008 76.38M 9.27 1.12 3.44
  PTOPZKHM0001 8.24M 4.57 -1.33 -
  PTARMIHM0004 12.09M 10.60 3.47 -

Top Holdings

Name ISIN Weight % Last Change %
  BNP Paribas Easy MSCI Japan ex CW UCITS ETF Cap LU1291102447 9.62 14.88 +0.09%
  iShares Sust MSCI USA SRI IE00BYVJRR92 7.16 15.726 +0.73%
  iShares Nasdaq 100 UCITS IE00B53SZB19 7.11 1,181.59 +0.91%
  iShares MSCI China A UCITS USD IE00BQT3WG13 5.68 4.69 +0.17%
  Fidelity Funds - China Focus Fund Y-Acc-EUR LU0936575868 5.38 22.020 +0.87%

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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