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R-co Opal Equilibre (0P00000H47)

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528.140 +1.580    +0.30%
08/08 - Delayed Data. Currency in EUR
Type:  Fund
Market:  France
ISIN:  FR0000981458 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 159.49M
R Opal Equilibre 528.140 +1.580 +0.30%

0P00000H47 Overview

 
Find basic information about the R-co Opal Equilibre 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 0P00000H47 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.66%
Prev. Close526.56
Risk Rating
TTM Yield0%
ROE12.70%
IssuerN/A
TurnoverN/A
ROA4.72%
Inception DateSep 08, 1998
Total Assets159.49M
Expenses1.88%
Min. Investment1
Market Cap13.9B
CategoryEUR Moderate Allocation - Global
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R-co Opal Equilibre Analysis


Performance

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Condition

Frequency

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%

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1070 1051 1104 1338 1467 1471
Fund Return 6.97% 5.14% 10.39% 10.18% 7.97% 3.94%
Place in category 172 1341 103 26 58 195
% in Category 5 40 4 2 4 17

Top Equity Funds by Rothschild & Co Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  R Valor C EUR 7.38B 6.59 11.73 8.04
  R Valor D EUR 7.38B 6.59 11.73 8.05
  R Valor F EUR 7.38B 6.37 11.34 7.60
  R Valor P EUR 7.38B 6.90 12.29 8.53
  R Mines dOr 387.96M 33.56 20.69 12.88

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Carmignac Patrimoine A EUR Acc 6.29B 8.53 6.83 1.36
  Carmignac Patrimoine A EUR Ydis 6.29B 8.59 6.88 1.24
  FR0010306142 6.29B 8.27 6.35 0.87
  QS0009079318 2.2B 6.46 6.68 3.06
  Aviva Investors Valorisation 1.54B 3.95 6.55 3.85

Top Holdings

Name ISIN Weight % Last Change %
Euro Bund Future Sept 25 - 7.63 - -
  SPDR Russell 2000 U.S. Small Cap UCITS IE00BJ38QD84 7.18 55.46 +0.22%
  Xtrackers S&P 500 Equal Weight ESG UCITS 1C IE0004MFRED4 7.17 41.91 +0.08%
  M&G (Lux) European Strategic Value Fund EUR CI Acc LU1797811236 6.01 19.663 -0.13%
Longchamp Dalton Japan Long UCITS SI1UH FR001400M9C6 5.63 - -

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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