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AURETAS strategy balanced (LUX) B IV (0P0000JAVB)

Luxembourg

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208.810 -0.360 -0.17%

16/07 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 133.11M

Type: Fund

Market: Luxembourg

Issuer: Universal-Investment Luxembourg SA

ISIN: LU0274636496

Asset Class: Equity

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0P0000JAVB Overview

Find basic information about the AURETAS strategy balanced (LUX) B IV 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 0P0000JAVB MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change14.72%

Prev. Close209.17

Risk Rating

TTM Yield0%

ROE25.51%

IssuerUniversal - Investment Luxembourg SA

Turnover89.41%

ROA12.14%

Inception DateDec 29, 2006

Total Assets133.11M

Expenses1.92%

Min. Investment5,000,000

Market Cap110.73B

CategoryEUR Moderate Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1081	1104	1155	1361	1278	1501
Fund Return	8.07%	10.43%	15.45%	10.81%	5.03%	4.15%
Place in category	519	416	502	297	377	647
% in Category	16	14	16	12	19	46

Top Equity Funds by AURETAS family trust GmbH

Name	Total Assets	YTD%	3Y%	10Y%
LU1637619120	672.44M	5.17	2.72	-
LU1637618742	293.07M	8.54	5.52	-
AlphaBalanced B II	133.11M	7.96	10.60	3.93
AlphaBalanced B VI	133.11M	8.14	10.99	4.35
AlphaBalanced B I	133.11M	7.94	10.55	3.86

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
AllianzIncome Growth AT H2EUR	59.17B	6.95	9.69	6.54
AllianzIncome Growth IT H2EUR	59.17B	7.32	10.48	7.29
AllianzIncome Growth CT H2EUR	59.17B	6.56	8.88	5.73
AllianzIncome Growth RT H2EUR	59.17B	7.27	10.33	7.12
AllianzIncome Growth P H2EUR	59.17B	7.29	10.37	7.21

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Screened UCITS ETF USD (Dist)	IE00BFNM3H51	13.08	14.27	-1.38%
iShares € Govt Bond Climate UCITS EUR (Dist)	IE00BLDGH447	8.76	3.99	0.00%
UBS ETF MSCI Europe UCITS EUR A-dis	LU0446734104	5.46	106.72	-0.30%
Artemis Fds(Lux)SmartGARP GlblEM Eq IEUR	LU1846577168	5.29	-	-
Invesco Physical Gold ETC	IE00B579F325	4.76	385.72	-0.19%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
AlphaBalanced B I.	208.810	-0.360	-0.17%
DIG/ETH	0.0000000	0.0000000	0.00%
P1KG34	578.09	0.00	0.00%