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Etica Rendita Bilanciata R (0P00016MZ5)

Milan

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6.000 -0.010 -0.18%

16/12 - Closed. Currency in EUR

Type: Fund

Market: Italy

Issuer: Etica SGR SpA

ISIN: IT0005117533

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.16B

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0P00016MZ5 Overview

Find basic information about the Etica Rendita Bilanciata R 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 0P00016MZ5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change5.8%

Prev. Close6.011

Risk Rating

TTM Yield0%

ROE28.98%

IssuerEtica SGR SpA

Turnover152.09%

ROA14.47%

Inception DateSep 14, 2015

Total Assets1.16B

ExpensesN/A

Min. Investment500

Market Cap74.68B

CategoryEUR Cautious Allocation - Global

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Etica Rendita Bilanciata R Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1062	1029	1099	988	1070	-
Fund Return	6.18%	2.87%	9.86%	-0.4%	1.37%	-
Place in category	1391	671	1079	1638	947	-
% in Category	55	27	41	74	50	-

Top Equity Funds by Etica SGR SpA

Name	Total Assets	YTD%	3Y%	10Y%
Etica Bilanciato I	2.51B	10.38	2.16	5.62
Etica Bilanciato R	2.51B	9.49	1.25	4.68
IT0005336851	2.51B	2.51	-0.96	-
Etica Obbligazionario Misto R	1.47B	4.05	-2.11	0.51
Etica Obbligazionario Misto I	1.47B	4.62	-1.52	1.12

Top Funds for EUR Cautious Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Cometa Reddito	4.46B	5.40	0.50	1.75
Arca TE Titoli Esteri	2.72B	7.91	-0.96	2.12
Arca Strategia Globale Crescita P	2.49B	3.77	0.87	0.80
Foncer Bilanciato	2.42B	5.01	1.69	2.80
Eurizon Diversificato Etico	2.16B	4.36	0.07	1.55

Top Holdings

Name	ISIN	Weight %	Last	Change %
Germany 0 15-Aug-2030	DE0001030708	4.73	89.600	+0.16%
Austria (Republic of)	AT0000A3DUZ3	4.29	-	-
Germany 2.3 15-Feb-2033	DE000BU3Z005	3.84	101.300	+0.19%
Austria 2.9 23-May-2029	AT0000A33SH3	3.22	102.620	+0.06%
Italy 3.85 01-Jul-2034	IT0005584856	2.72	104.740	+0.09%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Etica Rendita Bil.	6.000	-0.010	-0.18%