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Optimize Ppr Equilibrado (0P0000UP13)

Lisbon

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16.405 +0.039 +0.24%

07/08 - Closed. Currency in EUR

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZBHM0002

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.69M

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0P0000UP13 Overview

Find basic information about the Optimize Ppr Equilibrado 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 0P0000UP13 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change3.15%

Prev. Close16.366

Risk Rating

TTM Yield0%

ROE24.17%

IssuerOptimize Investment Partners SGOIC SA

Turnover180%

ROA10.24%

Inception DateSep 25, 2008

Total Assets25.69M

Expenses2.35%

Min. Investment1

Market Cap76.86B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Optimize Capital Reforma PPR OICVM Equilibrado?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	981	1014	1022	1178	1096	1136
Fund Return	-1.94%	1.45%	2.17%	5.61%	1.84%	1.28%
Place in category	2636	2024	2422	1229	2029	1055
% in Category	85	61	80	46	90	84

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZDHM0000	49.64M	-0.94	5.37	1.68
PTOPZKHM0001	7.59M	-3.79	0.43	-
PTOPZNHM0008	7.59M	-3.69	0.66	-
PTOPZTHM0002	3.07M	9.45	9.01	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYSAJHE0016	408.17M	1.89	3.92	-
PTYCXRLP0000	323M	4.24	4.83	2.41
PTCXGGHM0012	292.73M	3.12	3.38	-
PTYSBZHM0007	272.66M	2.84	3.91	-
PTIGAZHM0002	197.38M	1.12	3.64	1.68

Top Holdings

Name	ISIN	Weight %	Last	Change %
OPTIMIZE SICAV Global Flexible A EUR Acc	LU2215411039	5.12	22.014	+0.45%
OPTIMIZE Europe Value A EUR Acc	LU2215410650	5.01	-	-
OPTIMIZE Global Bond A EUR Acc	LU2215411468	4.22	-	-
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	2.35	19.250	-0.05%
DPAM L - Bonds Emerging Markets Sustainable F	LU0907928062	2.29	158.460	+0.34%

Technical Summary

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

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