Breaking News
Get 55% Off 0
👀 Copy Legendary Investors' Portfolios in One Click
Copy For Free
Close

Apo Forte R (0P00000KN1)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
76.150 -0.070    -0.09%
16/12 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 411.03M
Type:  Fund
Market:  Germany
ISIN:  DE0005324313 
Asset Class:  Equity
APO Forte INKA 76.150 -0.070 -0.09%

0P00000KN1 Overview

 
Find basic information about the Apo Forte R 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 0P00000KN1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change17.15%
Prev. Close76.22
Risk Rating
TTM YieldN/A
ROE23.68%
IssuerN/A
TurnoverN/A
ROA11.06%
Inception DateFeb 15, 2001
Total Assets411.03M
Expenses2.74%
Min. InvestmentN/A
Market Cap70.92B
CategoryEUR Aggressive Allocation - Global
What is your sentiment on APO Forte INKA?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1145 1054 1192 1025 1236 1491
Fund Return 14.54% 5.39% 19.16% 0.83% 4.33% 4.08%
Place in category 711 525 645 1162 823 419
% in Category 42 31 39 82 73 70

Top Equity Funds by Apo Asset Management GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  APO Mezzo INKA 337.87M 10.93 1.16 2.77
  HSBC Trinkaus Strategie Dynamik 146.99M 11.79 3.15 4.63
  HSBC Trinkaus AlphaScreen 153.14M 12.17 5.82 4.34
  DuoPlus 94.17M 4.15 -3.71 -1.80
  HSBC Strategie Balanced 78.75M 8.69 1.19 2.70

Top Funds for EUR Aggressive Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE00B2NLMV86 5.01B 15.42 -0.83 4.66
  IE00B2NLMX01 5.01B 15.78 -1.01 4.34
  IE00B2NLMW93 5.01B 20.06 0.85 5.99
  Deutsche AM Dynamic Opportunities F 3.66B 11.80 4.03 7.49
  DWS Dynamic Opportunities LC 3.66B 11.13 3.36 6.80

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan ETFs (Ireland) ICAV - US Research Enhance IE00BF4G7076 16.18 60.57 +0.31%
Brown Advisory US Sust Gr USD B Acc IE00BF1T6S03 10.81 - -
AB Intl Technology S1 USD LU0260065114 7.97 - -
  Wellington Strategic European Equity Fund S EUR Ac IE00B6TYHG95 7.49 45.885 -1.06%
  db x-trackers MSCI USA Financials DR IE00BCHWNT26 5.59 36.26 +0.44%

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00000KN1 Comments

Write your thoughts about Apo Forte R
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email