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Echiquier Arty Sri A (0P0000GBJZ)

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1,811.570 +0.820    +0.05%
16/12 - Closed. Currency in EUR
Type:  Fund
Market:  France
Issuer:  La Financière de l'Echiquier
ISIN:  FR0010611293 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 698.63M
Echiquier Arty 1,811.570 +0.820 +0.05%

0P0000GBJZ Overview

 
Find basic information about the Echiquier Arty Sri 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 0P0000GBJZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.84%
Prev. Close1,810.75
Risk Rating
TTM Yield0%
ROE19.69%
IssuerLa Financière de l'Echiquier
TurnoverN/A
ROA6.48%
Inception DateMay 30, 2008
Total Assets698.63M
Expenses1.52%
Min. InvestmentN/A
Market Cap92.79B
CategoryEUR Cautious Allocation
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Echiquier Arty Sri A Analysis


Performance

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Condition

Frequency

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%

Frequency

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1041 1008 1070 1031 1121 1241
Fund Return 4.09% 0.84% 6.99% 1.04% 2.31% 2.18%
Place in category 654 658 604 323 112 80
% in Category 70 71 64 41 15 16

Top Equity Funds by La Financière de l'Echiquier

  Name Rating Total Assets YTD% 3Y% 10Y%
  Echiquier Agenor G 1.57B 2.19 -6.07 7.93
  Echiquier Agenor Mid Cap Europe A 1.57B 1.33 -7.01 6.81
  Echiquier Agenor i 1.57B 2.74 -5.50 8.72
  FR0010581728 1.51B 10.39 2.20 7.82
  FR0010321828 1.51B 9.34 1.14 6.69

Top Funds for EUR Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  FR0007051040 2.65B 2.75 3.16 2.10
  Vega Euro Rendement RC 1.49B 4.86 0.25 2.03
  29 Haussmann Euro Rendement C 1.27B 7.06 2.77 2.74
  FR0011039304 698.63M 3.61 0.53 1.67
  Echiquier Arty i 698.63M 4.67 1.65 2.78

Top Holdings

Name ISIN Weight % Last Change %
Option on EURO STOXX 50 PR EUR - 4.37 - -
Echiquier Short Term Credit SRI IXL FR001400N3E4 1.48 - -
Pernod Ricard SA 3.375% FR001400PX40 1.35 - -
Credit Mutuel Arkea 0.75% FR0014007Q96 1.27 - -
LVMH Moet Hennessy Vuitton SE 3.5% FR001400KJO0 1.26 - -

Technical Summary

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