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Bw Portfolio 20 (0P0000ITZP)

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49.010 -0.730    -1.47%
25/11 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE000DK094G4 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 137.06M
BW PORTFOLIO 20 49.010 -0.730 -1.47%

0P0000ITZP Overview

 
Find basic information about the Bw Portfolio 20 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 0P0000ITZP MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.78%
Prev. Close49.74
Risk Rating
TTM Yield1.64%
ROE25.16%
IssuerN/A
TurnoverN/A
ROA10.32%
Inception DateJan 14, 2008
Total Assets137.06M
Expenses1.52%
Min. Investment1
Market Cap111.23B
CategoryEUR Cautious Allocation - Global
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Bw Portfolio 20 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1045 1006 1103 991 1071 1132
Fund Return 4.53% 0.64% 10.27% -0.29% 1.37% 1.25%
Place in category 1211 1654 1449 1186 734 526
% in Category 50 68 55 55 40 55

Top Equity Funds by LBBW Asset Management Investment GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  LBBW Global Warming 2.14B 22.52 6.28 12.81
  Genius Strategie 1.24B 12.60 4.55 4.82
  LBBW Multi Global R 613.07M 3.25 -1.56 1.45
  LBBW Multi Global I 613.07M 3.80 -0.91 2.12
  WW Dachfonds GlobalPlus 485.62M 14.48 3.39 7.05

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PrivatFonds: Kontrolliert 15.76B 8.31 0.14 1.62
  UniStrategie:Konservativ 1.75B 0.68 -1.51 1.55
  DE000A2JJ1W5 1.51B 4.96 1.16 2.59
  BHF Total Return FT 1.51B 4.87 1.10 2.65
  ODDO BHF Polaris Moderate Cl EUR 1.51B 5.44 1.73 2.91

Top Holdings

Name ISIN Weight % Last Change %
  Germany 2.3 15-Feb-2033 DE000BU2Z007 6.00 101.550 +0.24%
Schroder ISF EURO Corp Bd IZ Acc EUR LU1078767826 5.82 - -
  Germany 1.7 15-Aug-2032 DE0001102606 5.69 97.540 +0.25%
  LBBW RentaMax I DE000A0MU8M3 5.57 105.600 +0.24%
  Xtrackers Euro Stoxx 50 UCITS ETF 1D LU0274211217 4.06 4,085.8 -0.74%

Technical Summary

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