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Upamc All Weather-a (LP60021897)

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311.320 -4.570    -1.45%
20/12 - Closed. Currency in TWD
  • Morningstar Rating:
  • Total Assets: 6.74B
Type:  Fund
Market:  Taiwan
Issuer:  統一證券投資信託股份有限公司
ISIN:  TW000T0902Y4 
Asset Class:  Equity
UPAMC All Weather Fund 311.320 -4.570 -1.45%

LP60021897 Overview

 
Find basic information about the Upamc All Weather-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 LP60021897 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change16.63%
Prev. Close315.89
Risk Rating
TTM Yield0%
ROE22.91%
Issuer統一證券投資信託股份有限公司
Turnover899.87%
ROA12.42%
Inception DateFeb 18, 1994
Total Assets6.74B
Expenses1.28%
Min. Investment3,000
Market Cap207.4B
CategoryTaiwan Small/Mid - Cap Equity
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Upamc All Weather-a Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1095 939 1131 1262 2374 4486
Fund Return 9.51% -6.06% 13.06% 8.07% 18.88% 16.19%
Place in category 89 97 87 56 49 18
% in Category 84 91 82 52 45 20

Top Equity Funds by Uni-President Asset Management Co., Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  UPAMC Long Ma Fund 2.31B 21.30 8.34 15.13
  UPAMC Small And Medium Cap Fund 2.05B 14.12 7.34 15.14
  UPAMC Infrastructure Fund 1.95B 17.26 8.23 16.36

Top Funds for Taiwan Small/Mid-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allianz Global Investors Taiwan Fun 24.7B 23.65 7.04 20.73
  Nomura Taiwan Superior Equity Fund 24.17B 17.01 10.31 18.31
  Allianz Global Investors Taiwan Int 24.15B 24.62 11.48 23.26
  Fuh Hwa High Growth Fund 9.97B 26.04 7.25 14.57
  Nomura Taiwan Small Cap Fund 9.96B 19.45 12.90 19.28

Top Holdings

Name ISIN Weight % Last Change %
  Taiwan Semicon TW0002330008 9.53 1,035.00 -3.27%
  Aspeed Tech TW0005274005 6.14 3,825.00 -2.55%
  Jentech TW0003653002 5.92 1,425.00 -0.70%
  Lotes TW0003533006 4.76 1,870.00 -2.09%
  BizLink KYG114741062 4.48 620.00 -1.74%

Technical Summary

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