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Smart Invest Ppr/oicvm Dinâmico Fundo De Investimento Mobiliário Aberto De Poupança Reforma (0P0001LHA7)

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5.796 +0.070    +1.15%
23/04 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Portugal
Issuer:  Invest Gestão de Activos SGFIM SA
ISIN:  PTARMIHM0004 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 9.77M
Smart Invest PPR/OICVM Dinâmico Fundo de Investime 5.796 +0.070 +1.15%

0P0001LHA7 Overview

 
Find basic information about the Smart Invest Ppr/oicvm Dinâmico Fundo De Investimento Mobiliário Aberto De Poupança Reforma 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 0P0001LHA7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.78%
Prev. Close5.73
Risk Rating
TTM Yield0%
ROE23.47%
IssuerInvest Gestão de Activos SGFIM SA
TurnoverN/A
ROA8.69%
Inception DateJan 06, 2021
Total Assets9.77M
Expenses1.48%
Min. Investment50
Market Cap75.44B
CategoryEUR Aggressive Allocation - Global
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Smart Invest Ppr/oicvm Dinâmico Fundo De Investimento Mobiliário Aberto De Poupança Reforma Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1089 1007 1049 - - -
Fund Return 8.86% 0.69% 4.87% - - -
Place in category 461 384 410 - - -
% in Category 29 25 25 - - -

Top Equity Funds by Invest Gestão de Activos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  Alves Ribeiro PPR Fundo de Invest 228.28M 1.55 2.04 4.76
  PTARMHHM0005 7.79M 5.84 - -
  PTARMGHM0006 2.65M 3.93 - -

Top Funds for EUR Aggressive Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYSAKHE0013 170.14M 4.90 0.89 -
  PTYAFILM0008 78.12M 7.12 2.94 3.55
  PTIGAYHM0011 78.12M 7.15 2.95 3.56
  PTOPZKHM0001 8.78M 3.17 0.15 -
  PTOPZNHM0008 8.78M 3.38 0.37 -

Top Holdings

Name ISIN Weight % Last Change %
  Lyxor S&P 500 UCITS ETF - C-EUR LU1135865084 17.86 335.57 +0.19%
  iShares STOXX Europe 600 UCITS DE0002635307 17.83 50.33 -0.42%
  Amundi MSCI Emerging Markets III UCITS ETF EUR FR0010429068 13.74 11.73 +0.46%
  db x-trackers II iBoxx Sovereigns Eurozone 5-7 UCI LU0290357176 11.61 220.62 -0.48%
  iShares EURO STOXX 50 UCITS Dist IE0008471009 9.95 4,383.8 -0.48%

Technical Summary

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