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Hal Multi Asset Balanced Ra (0P0000JM7E)

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153.760 -0.250    -0.16%
21/10 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
Issuer:  Hauck & Aufhäuser Investment Gesellschaft SA
ISIN:  LU0394831654 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 46.84M
H & A VV Rendite Flexibel B 153.760 -0.250 -0.16%

0P0000JM7E Overview

 
Find basic information about the Hal Multi Asset Balanced Ra 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 0P0000JM7E MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.9%
Prev. Close154.01
Risk Rating
TTM Yield0.66%
ROE30.16%
IssuerHauck & Aufhäuser Investment Gesellschaft SA
Turnover148%
ROA14.68%
Inception DateNov 25, 2008
Total Assets46.84M
Expenses1%
Min. Investment1
Market Cap257.71B
CategoryEUR Flexible Allocation
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Hal Multi Asset Balanced Ra Analysis


Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1032 1035 1077 1312 1233 1545
Fund Return 3.23% 3.49% 7.69% 9.49% 4.28% 4.44%
Place in category 442 217 197 231 298 78
% in Category 64 32 29 38 58 28

Top Equity Funds by Lampe Asset Management GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  ACATIS Fair Value Modulor Vermogeni 257.08M 0.18 1.94 4.66
  ACATIS Fair Value Modulor Vermogens 257.08M 0.68 2.62 5.26
  FU Fonds Multi Asset Fonds P 104.96M 1.61 6.96 7.75
  HA Aktien Small Cap EMU B 85.18M 16.00 8.78 6.95
  H A Aktien Small Cap EMU A 85.18M 13.92 15.20 7.24

Top Funds for EUR Flexible Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  DNCA Invest Evolutif Class I shares 851M 6.05 13.56 5.45
  LU2661119755 851M 5.29 - -
  LU0284394664 851M 5.38 12.69 4.56
  Rouvier Valeurs C 653.39M 13.62 18.04 6.83
  Optimal Income F Capitalisation EUR 382.92M 11.19 7.35 3.51

Top Holdings

Name ISIN Weight % Last Change %
  EUWAX Gold II DE000EWG2LD7 5.51 115.85 +0.16%
eNova Active Core EUR Ultra S/T ID IE000MOGYP77 4.16 - -
  NVIDIA US67066G1040 3.92 180.30 -0.48%
  Microsoft US5949181045 3.42 520.48 +0.54%
  Italy .95 01-Jun-2032 IT0005466013 3.39 88.760 -0.01%

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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