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Sergama Inversiones, Sicav, S.a. (0P000021TR)

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SERGAMA INVERSIONES, SICAV, S.A. historical data, for real-time data please try another search
12.437 -0.000    -0.00%
08/02 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 4.63M
Type:  Fund
Market:  Spain
Issuer:  UBS Gestión SGIIC
ISIN:  ES0175596032 
Asset Class:  Equity
SERGAMA INVERSIONES, SICAV, S.A. 12.437 -0.000 -0.00%

0P000021TR Overview

 
Find basic information about the Sergama Inversiones, Sicav, S.a. 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 0P000021TR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0%
Prev. Close12.437
Risk Rating
TTM Yield0%
ROE24.20%
IssuerUBS Gestión SGIIC
Turnover156%
ROA8.42%
Inception DateApr 03, 2000
Total Assets4.63M
Expenses1.13%
Min. Investment1
Market Cap74.34B
CategoryOther Allocation
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Sergama Inversiones, Sicav, S.a. Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1000 1000 956 1053 1078 1290
Fund Return -0% -0% -4.39% 1.74% 1.5% 2.58%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Singular Wealth Management SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  RENTABILIDAD 2009 SICAV SA 162.41M 13.58 8.82 9.70
  RFMI Multigestion FI 118.92M 7.85 3.71 1.68
  PLATINO FINANCIERA SICAV SA 95.79M 5.97 0.64 1.07
  Global Value Selections FI 65.55M 4.87 3.04 2.60
  UBS Mixto Gestion Activa I FI 47.64M 5.90 0.81 2.04

Top Funds for Other Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  GESPRISA INVERSIONES SICAV SA 1.53B 27.34 15.00 12.23
  SOIXA SICAV SA 470.76M 5.00 9.77 7.30
  BOYSEP INVESTMENT SICAV SA 176.47M 11.40 12.27 6.96
  RENTABILIDAD 2009 SICAV SA 162.41M 13.58 8.82 9.70
  Gunton De Invesriones 155.75M 9.64 3.82 4.50

Top Holdings

Name ISIN Weight % Last Change %
Muzinich Enhancedyield S-T HEUR Acc A1 IE00BJ7WSL81 8.48 - -
Future on S&P 500 - 8.24 - -
Allianz Global Floating Rt Nts+RT10H2EUR LU1859410190 7.39 - -
  SWM España Gestión Activa Q FI ES0180943005 6.00 19.261 -0.01%
AB Select US Equity W EUR H LU1404935899 4.63 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Neutral
Technical Indicators BUY Strong Sell Sell
Summary Neutral Strong Sell Neutral
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