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Baloise Fund Invest (lux) - Bfi Systematic Balanced R Chf (0P0000WUS2)

Switzerland

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13.645 -0.010 -0.09%

29/01 - Closed. Currency in CHF

Morningstar Rating:
Total Assets: 143.66M

Type: Fund

Market: Switzerland

Issuer: MDO Management Company S.A.

ISIN: LU0761931699

Asset Class: Equity

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0P0000WUS2 Overview

Find basic information about the Baloise Fund Invest (lux) - Bfi Systematic Balanced R Chf 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 0P0000WUS2 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 Change5.57%

Prev. Close13.657

Risk Rating

TTM Yield0%

ROE33.98%

IssuerMDO Management Company S.A.

TurnoverN/A

ROA13.32%

Inception DateApr 18, 2012

Total Assets143.66M

Expenses1.83%

Min. InvestmentN/A

Market Cap327.55B

CategoryCHF Moderate Allocation

What is your sentiment on Baloise Fund Invest Lux - BFI C-QUADRAT ARTS Balan?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1043	1020	1043	975	1024	1077
Fund Return	4.32%	1.96%	4.32%	-0.83%	0.48%	0.75%
Place in category	463	37	463	219	307	168
% in Category	84	7	84	46	79	89

Top Equity Funds by Baloise Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Adamant Medtech B CHF	1.44B	16.34	-2.48	7.95
Adamant Medtech I CHF	1.44B	17.17	-1.80	8.72
Adamant Medtech T CHF	1.44B	16.81	-2.09	8.38
Entrepreneur Europe small B CHF	116.5M	4.06	-6.00	5.24
Entrepreneur Europe small I CHF	116.5M	4.80	-5.34	6.01

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 50 World U	4.43B	7.32	-1.50	2.35
Raiffeisen Pension Invest Futura BI	4.34B	6.47	-2.59	1.75
Raiffeisen Pension Invest Futura Ba	4.34B	6.47	-2.59	1.75
Julius Baer Institutional BVG LPPb1	3.94B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.94B	7.88	0.48	3.52

Top Holdings

Name	ISIN	Weight %	Last	Change %
LO Funds Short-Term Money Market EUR IA	LU1577896191	11.90	-	-
GS Liquid Euro-C Cap EUR	LU0245567192	11.90	-	-
Parvest Money Market Euro I Capitalisation	LU0102012688	11.90	76.146	+0.01%
Pictet-Short-Term Money Market EUR I	LU0128494944	11.89	146.821	+0.01%
Lazard Euro Short Term Money Market A	FR0007498480	11.89	-	-

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Baloise Fund Inve.	13.645	-0.010	-0.09%