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Optimize Ppr Moderado (0P0000UP14)

Lisbon

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15.043 +0.083 +0.56%

23/04 - Closed. Currency in EUR

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZDHM0000

Asset Class: Equity

Morningstar Rating:
Total Assets: 44.89M

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0P0000UP14 Overview

Find basic information about the Optimize Ppr Moderado 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 0P0000UP14 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change3.01%

Prev. Close14.96

Risk Rating

TTM Yield0%

ROE27.08%

IssuerOptimize Investment Partners SGOIC SA

Turnover267%

ROA11.59%

Inception DateAug 19, 2010

Total Assets44.89M

Expenses1.84%

Min. Investment1

Market Cap177.71B

CategoryEUR Moderate Allocation - Global

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

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	978	978	1031	1079	1119	1107
Fund Return	-2.15%	-2.15%	3.11%	2.57%	2.27%	1.02%
Place in category	1945	1945	1315	819	2082	989
% in Category	64	64	45	34	93	80

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZBHM0002	22.91M	-3.34	2.09	0.65
PTOPZKHM0001	7.35M	5.54	-1.14	-
PTOPZNHM0008	7.35M	5.78	-0.91	-
PTOPZTHM0002	2.44M	2.20	-12.34	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYSAJHE0016	409.65M	-1.80	1.47	-
PTYCXRLP0000	322.84M	1.09	1.52	1.90
PTCXGGHM0012	297.53M	0.81	1.10	-
PTYSBZHM0007	280.64M	0.40	1.52	-
PTYAFJLM0007	195.92M	-1.27	1.21	1.24

Top Holdings

Name	ISIN	Weight %	Last	Change %
OPTIMIZE Global Bond A EUR Acc	LU2215411468	4.97	-	-
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	2.83	18.640	+0.27%
AXAWF Euro Credit Total Ret I Cap EUR	LU1164223015	2.51	-	-
Amundi Fds Glbl Aggt Bd I USD C	LU0319687637	2.40	-	-
Amundi S&P 500 UCITS ETF - D-EUR	LU0496786574	2.15	49.52	+0.67%

Technical Summary

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

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