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Aktivbalance (0P00005YG1)

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73.080 +0.550    +0.76%
30/01 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE000A0JEK23 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 32.35M
AktivBalance 73.080 +0.550 +0.76%

0P00005YG1 Overview

 
Find basic information about the Aktivbalance 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 0P00005YG1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.52%
Prev. Close72.53
Risk Rating
TTM YieldN/A
ROE17.48%
IssuerN/A
TurnoverN/A
ROA5.94%
Inception DateMay 02, 2006
Total Assets32.35M
Expenses1.34%
Min. InvestmentN/A
Market Cap76.31B
CategoryEUR Moderate Allocation
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Aktivbalance Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1062 984 1062 1038 1150 1317
Fund Return 6.17% -1.61% 6.17% 1.25% 2.84% 2.79%
Place in category 277 424 277 163 156 146
% in Category 47 76 47 37 37 47

Top Equity Funds by WAVE Management AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Acatis Gane Value Event Fonds UI C 6.61B 10.06 4.16 6.40
  Acatis Gane Value Event Fonds UI A 6.61B 9.90 3.32 6.53
  Acatis Gane Value Event Fonds UI B 6.61B 10.35 3.75 6.97
  ACATIS Datini Valueflex Fonds A 807.85M 14.08 -1.69 12.01
  ACATIS Datini Valueflex Fonds B 807.85M 13.14 -2.52 11.18

Top Funds for EUR Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UniRak 8.42B 15.47 2.61 5.35
  UniRak net 8.45B 15.07 2.26 4.98
  Deka PB Multimanager ausgewogen 1.22B 6.51 -0.24 2.41
  Private Banking VermogensportfolPI3 73.33M 6.57 -0.21 2.29
  Vermogensportfolio Nachhaltig A PI2 89.92M 6.37 -0.41 2.09

Top Holdings

Name ISIN Weight % Last Change %
  UBS ETF - EURO STOXX 50 ESG UCITS ETF A EUR Dis LU1971906802 18.72 18.62 +0.16%
  iShares € Govt Bond Climate UCITS EUR (Acc) IE00BLDGH553 16.77 4.35 +0.46%
  iShares € Govt Bond Climate UCITS EUR (Dist) IE00BLDGH447 16.55 4.14 +0.24%
  Amundi MSCI EMU ESG CTB Net Zero Ambition UCITS Ac LU0908501058 16.12 286.45 -0.09%
  Deka EURO STOXX 50 DE000ETFL466 9.83 121.16 +0.07%

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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