Breaking News
Get 50% Off 0
🏄 Grow your portfolio even on vacation with InvestingPro | Summer Sale 50% OFF
CLAIM SALE
Close

Bw Portfolio 40 (0P0000ITZQ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
59.370 -0.050    -0.08%
20/08 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE000DK094H2 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 147.48M
BW PORTFOLIO 40 59.370 -0.050 -0.08%

0P0000ITZQ Overview

 
Find basic information about the Bw Portfolio 40 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 0P0000ITZQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change1.16%
Prev. Close59.42
Risk Rating
TTM Yield3.36%
ROE25.98%
IssuerN/A
TurnoverN/A
ROA11.08%
Inception DateJan 14, 2008
Total Assets147.48M
Expenses1.79%
Min. Investment1
Market Cap128.45B
CategoryEUR Moderate Allocation - Global
What is your sentiment on BW PORTFOLIO 40?
or
Vote to see community's results!

Bw Portfolio 40 Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1016 1035 1045 1127 1196 1302
Fund Return 1.64% 3.48% 4.51% 4.05% 3.65% 2.67%
Place in category 1639 2524 1574 1540 1349 609
% in Category 53 77 52 59 59 47

Top Equity Funds by LBBW Asset Management Investment GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  LBBW Global Warming 2.08B -3.12 10.37 10.84
  Genius Strategie 1.51B 8.85 13.68 4.57
  LBBW Multi Global I 541.03M 3.22 3.31 1.95
  LBBW Multi Global R 541.03M 1.50 4.48 1.38
  WW Dachfonds GlobalPlus 467.74M -3.59 9.04 5.76

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PrivatFonds: Kontrolliert pro 2.53B 3.50 6.13 3.42
  BBBank Kontinuitat Union 1.44B 3.83 10.51 3.59
  Substanz Fonds 1.35B 1.11 4.10 3.78
  UniStrategie:Ausgewogen 1.11B -1.24 6.23 3.14
  Allianz Strategiefonds Balance A EU 1.08B -2.83 7.10 3.94

Top Holdings

Name ISIN Weight % Last Change %
  Xtrackers Euro Stoxx 50 UCITS ETF 1D LU0274211217 5.14 4,926.0 +0.66%
  Vanguard S&P 500 UCITS USD Inc IE00B3XXRP09 4.31 90.72 +0.51%
  Germany 2.3 15-Feb-2033 DE000BU2Z007 4.06 98.610 +0.18%
  Schroder International Selection Fund US Large Cap LU0248185604 4.04 407.010 -0.36%
  Germany 1.7 15-Aug-2032 DE0001102606 3.95 95.270 +0.16%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy BUY Strong Buy
Summary Strong Buy Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000ITZQ Comments

Write your thoughts about Bw Portfolio 40
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email