Breaking News
Get 55% Off 0
👀 Ones to watch: The MOST undervalued stocks to buy right now
See Undervalued Stocks
Close

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

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
 
13.476 +0.070    +0.55%
21/11 - Delayed Data. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 141.42M
Type:  Fund
Market:  Switzerland
Issuer:  MDO Management Company S.A.
ISIN:  LU0761931699 
Asset Class:  Equity
Baloise Fund Invest Lux - BFI C-QUADRAT ARTS Balan 13.476 +0.070 +0.55%

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.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change5.09%
Prev. Close13.403
Risk Rating
TTM Yield0%
ROE30.85%
IssuerMDO Management Company S.A.
TurnoverN/A
ROA10.64%
Inception DateApr 18, 2012
Total Assets141.42M
Expenses1.83%
Min. InvestmentN/A
Market Cap223.75B
CategoryCHF Moderate Allocation
What is your sentiment on Baloise Fund Invest Lux - BFI C-QUADRAT ARTS Balan?
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 1025 1006 1043 963 1024 1096
Fund Return 2.51% 0.59% 4.3% -1.24% 0.47% 0.92%
Place in category 514 177 529 287 329 161
% in Category 93 30 99 62 85 87

Top Equity Funds by Baloise Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Adamant Medtech B CHF 1.58B 12.19 -3.60 8.39
  Adamant Medtech I CHF 1.58B 12.85 -2.92 9.16
  Adamant Medtech T CHF 1.58B 12.57 -3.22 8.82
  Entrepreneur Europe small B CHF 130.21M 5.69 -6.90 6.04
  Entrepreneur Europe small I CHF 130.21M 6.31 -6.24 6.81

Top Funds for CHF Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 50 World U 4.36B 2.45 -0.62 2.66
  Raiffeisen Pension Invest Futura Ba 4.28B 5.56 -2.73 2.26
  Raiffeisen Pension Invest Futura BI 4.28B 6.13 -2.34 1.94
  Julius Baer Institutional BVG LPPb1 3.86B 6.52 0.92 3.34
  Julius Baer Institutional BVG LPPB2 3.86B 6.67 1.10 3.52

Top Holdings

Name ISIN Weight % Last Change %
  Pictet-Short-Term Money Market EUR I LU0128494944 11.91 146.019 +0.03%
Lazard Euro Short Term Money Market A FR0007498480 10.96 - -
GS Liquid Euro-C Cap EUR LU0245567192 10.96 - -
  Parvest Money Market Euro I Capitalisation LU0102012688 10.96 75.705 +0.01%
LO Funds Short-Term Money Market EUR IA LU1577896191 10.96 - -

Technical Summary

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

0P0000WUS2 Comments

Write your thoughts about Baloise Fund Invest (lux) - Bfi Systematic Balanced R Chf
 
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