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Upamc All Weather-a (LP60021897)

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411.690 +8.440    +2.09%
03/10 - Closed. Currency in TWD
Type:  Fund
Market:  Taiwan
Issuer:  统一证券投资信托股份有限公司
ISIN:  TW000T0902Y4 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.14B
UPAMC All Weather Fund 411.690 +8.440 +2.09%

LP60021897 Overview

 
Find basic information about the Upamc All Weather-a 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 LP60021897 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change38.77%
Prev. Close403.25
Risk Rating
TTM Yield0%
ROE29.98%
Issuer统一证券投资信托股份有限公司
Turnover963.28%
ROA14.30%
Inception DateFeb 18, 1994
Total Assets8.14B
Expenses1.24%
Min. Investment3,000
Market Cap353.18B
CategoryTaiwan Small/Mid - Cap Equity
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Upamc All Weather-a Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1201 1389 1204 2169 2498 5575
Fund Return 20.11% 38.93% 20.43% 29.45% 20.1% 18.75%
Place in category 39 27 57 24 45 17
% in Category 36 22 52 21 42 20

Top Equity Funds by Uni-President Asset Management Co., Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  UPAMC Long Ma Fund 2.98B 15.64 23.55 17.55
  UPAMC Infrastructure Fund 2.4B 24.37 31.46 19.41
  UPAMC Small And Medium Cap Fund 2.03B 6.32 24.49 16.41

Top Funds for Taiwan Small/Mid-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allianz Global Investors Taiwan Fun 33.47B 20.06 29.23 23.45
  Nomura Taiwan Superior Equity Fund 31.2B 24.01 32.12 21.08
  Allianz Global Investors Taiwan Int 29.53B 18.04 31.20 25.96
  Nomura Taiwan Small Cap Fund 11.18B 20.84 32.41 21.34
  Fuh Hwa Small Capital Fund 9.23B 17.73 22.21 18.36

Top Holdings

Name ISIN Weight % Last Change %
  BizLink KYG114741062 7.81 1,060.00 +3.41%
  Accton TW0002345006 7.75 1,105.00 +2.79%
  Taiwan Semiconductor TW0002330008 7.51 1,400.00 +2.56%
  Elite Material TW0002383007 6.75 1,305.00 +0.77%
  Jentech TW0003653002 6.22 2,380.00 -3.64%

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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