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Lmdg Flex Patrimoine (eur) R Eur (0P0000HORC)

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1,398.880 +0.620    +0.04%
20/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 117.94M
Type:  Fund
Market:  France
Issuer:  UBS La Maison de Gestion
ISIN:  FR0010626291 
Asset Class:  Equity
UBS (F) - Flex Patrimoine (EUR) R EUR 1,398.880 +0.620 +0.04%

0P0000HORC Overview

 
Find basic information about the Lmdg Flex Patrimoine (eur) R Eur 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 0P0000HORC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change1.71%
Prev. Close1,398.26
Risk Rating
TTM Yield0%
ROE21.60%
IssuerUBS La Maison de Gestion
TurnoverN/A
ROA8.85%
Inception DateJul 11, 2008
Total Assets117.94M
Expenses1.72%
Min. Investment1
Market Cap12.76B
CategoryEUR Cautious Allocation - Global
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Lmdg Flex Patrimoine (eur) R Eur Analysis


Performance

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Condition

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%

Frequency

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1018 1010 1045 935 973 1105
Fund Return 1.8% 0.97% 4.45% -2.23% -0.55% 1.01%
Place in category 2460 2263 2439 2190 1803 662
% in Category 98 89 97 97 94 68

Top Equity Funds by UBS La Maison de Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS F Flex Patrimoine EUR i EUR 117.94M 2.27 -1.74 1.51
  UBS F Opportunites Monde 50 EUR R 106.22M 13.19 2.44 2.83
  Selection Internationale Privee C 79.8M 9.05 1.83 3.28
  SJP Invest 76.19M 8.57 3.50 5.61
  UBS F Opportunites Monde 100 EUR 32.87M 19.60 4.78 5.54

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  SG Flexible PC 2.38B 5.18 1.40 2.05
  ALM Classic 1.83B 7.12 1.86 2.91
  LCL Investissement Prudent P C D 445.11M 4.98 -0.44 1.46
  Generali Prudence I 367.8M 6.72 3.02 2.69
  Generali Prudence P 367.8M 6.04 2.30 1.98

Top Holdings

Name ISIN Weight % Last Change %
RV Capital Asia Opp UCITS B EUR IE00BF6SWJ50 5.05 - -
MW Liquid Alpha UCITS B USD IE00BYW7BF88 4.57 - -
  BlackRock Strategic Funds European Absolute Retu LU0776931064 3.73 182.600 +0.34%
AKO GLOBAL UCITS-B2 IE00BYXDVR74 3.60 - -
MLCX Commodity Alpha UCITS EUR B-5 Acc LU1057468578 3.54 - -

Technical Summary

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