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Lf Davids (0P0000KO3E)

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32.16 -0.13    -0.40%
13/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB0033406512 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 34.62M
CF Davids 32.16 -0.13 -0.40%

0P0000KO3E Overview

 
Find basic information about the Lf Davids 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 0P0000KO3E MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.35%
Prev. Close32.29
Risk Rating
TTM Yield0.61%
ROE26.76%
IssuerN/A
Turnover65.87%
ROA10.40%
Inception DateAug 05, 2003
Total Assets34.62M
ExpensesN/A
Min. Investment100,000
Market Cap89.34B
CategoryGBP Moderately Adventurous Allocation
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Lf Davids Analysis


Performance

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Condition

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%

Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1101 1047 1143 1147 1465 1837
Fund Return 10.08% 4.71% 14.25% 4.69% 7.93% 6.27%
Place in category 626 163 698 216 39 154
% in Category 54 15 59 21 6 31

Top Equity Funds by Ruffer LLP (Link)

  Name Rating Total Assets YTD% 3Y% 10Y%
  The New Floco Inc 109.63M 10.40 1.38 8.52
  OHP Fund 15.31M 16.83 9.45 9.64
  The New Jaguar Inc 10.2M 17.24 9.65 10.36

Top Funds for GBP Moderately Adventurous Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Portfolio S-Class Accumulation 2.84B 7.39 2.48 6.04
  Growth Portfolio S-Class Income 419.26M 7.40 2.48 6.06
  Allianz RiskMaster Moderate Multi c 6.95M 9.23 2.62 4.71
  Allianz RiskMaster Moderate Multi A 3.35M 9.31 2.66 4.79
  Multi Asset Fund IV R3 GBP Acc 1.2B 15.93 6.18 7.16

Top Holdings

Name ISIN Weight % Last Change %
  Mastercard US57636Q1040 4.06 528.96 +0.18%
  Fiserv US3377381088 3.90 206.71 +0.32%
  London Stock Exchange GB00B0SWJX34 3.48 11,305.0 +0.76%
  Marsh McLennan US5717481023 3.43 212.17 +0.20%
  Microsoft US5949181045 3.02 435.25 -0.31%

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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