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Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Committed Balance (eur) Bt (0P00016U0Q)

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143.550 +0.970    +0.68%
24/04 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
ISIN:  LU0999466799 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 269.1M
Swisscanto LU Portfolio Fund Balanced EUR R 143.550 +0.970 +0.68%

0P00016U0Q Overview

 
Find basic information about the Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Committed Balance (eur) Bt 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 0P00016U0Q MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.28%
Prev. Close142.58
Risk Rating
TTM Yield0%
ROE23.55%
IssuerN/A
TurnoverN/A
ROA9.89%
Inception DateSep 09, 2015
Total Assets269.1M
Expenses0.85%
Min. Investment100
Market Cap87.35B
CategoryEUR Moderate Allocation - Global
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Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Committed Balance (eur) Bt Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 988 988 1042 1105 1358 1373
Fund Return -1.17% -1.17% 4.22% 3.39% 6.32% 3.22%
Place in category 1323 1323 643 404 612 229
% in Category 44 44 23 18 31 19

Top Equity Funds by Swisscanto Asset Management International S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swisscanto LU Portfolio Fund Greena 2.34B -3.68 1.12 3.12
  Swisscanto LU Portfolio Fund Greenb 2.34B -3.68 1.12 3.12
  SWPortfolio Fund Balanced EUR A 269.1M -1.30 2.82 2.67
  SWPortfolio Fund Balanced EUR B 269.1M -1.31 2.82 2.67
  Swisscanto LU Portfolio Fund Yield 264.28M -0.49 1.65 1.71

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AllianzIncome Growth P H2EUR 49.47B -3.42 0.68 4.80
  AllianzIncome Growth A H2EUR 49.47B -3.55 0.15 4.18
  AllianzIncome Growth IT H2EUR 49.47B -3.43 0.82 4.89
  AllianzIncome Growth CT H2EUR 49.47B -3.71 -0.64 3.36
  AllianzIncome Growth RT H2EUR 49.47B -3.46 0.64 -

Top Holdings

Name ISIN Weight % Last Change %
SWC (LU) BF Cmtt Glbl Rates ST LU2658242347 19.14 - -
SWC (LU) BF Vision Cmtt EUR NT LU1932537092 18.41 - -
SWC (LU) BF Cmtt EmMa Opps NT LU2108482667 8.88 - -
  Swisscanto (LU) Equity Fund Green Invest Emerging LU0866272569 4.94 142.550 -0.01%
SWC (LU) BF Cmtt Glbl Corporate NT LU2597529739 3.82 - -

Technical Summary

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