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Optimize Ppr Moderado (0P0000UP14)

Lisbon

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15.555 +0.025 +0.16%

07/08 - Delayed Data. Currency in EUR

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZDHM0000

Asset Class: Equity

Morningstar Rating:
Total Assets: 49.64M

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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 Change4.41%

Prev. Close15.53

Risk Rating

TTM Yield0%

ROE22.64%

IssuerOptimize Investment Partners SGOIC SA

Turnover267%

ROA9.35%

Inception DateAug 19, 2010

Total Assets49.64M

Expenses1.84%

Min. Investment1

Market Cap88.85B

CategoryEUR Moderate Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	991	1012	1039	1170	1087	1181
Fund Return	-0.94%	1.24%	3.94%	5.37%	1.69%	1.68%
Place in category	2156	2185	1494	1377	2051	955
% in Category	71	67	48	51	91	75

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZBHM0002	25.69M	-1.94	5.61	1.28
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	-
PTYAFJLM0007	197.38M	1.22	3.46	1.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
OPTIMIZE Global Bond A EUR Acc	LU2215411468	4.16	-	-
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	2.65	19.250	-0.05%
Nordea 1 - European Financial Debt Fund BI EUR	LU0772943501	2.33	223.884	+0.01%
AXAWF Euro Credit Total Ret I Cap EUR	LU1164223015	2.17	-	-
Amundi Fds Glbl Aggt Bd I USD C	LU0319687637	1.90	-	-

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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