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Brw Balanced Return Institutional (0P000158O7)

Xetra

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118.650 -0.160 -0.13%

18/02 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 312.08M

Type: Fund

Market: Germany

Issuer: Universal-Investment GmbH

ISIN: DE000A12BPL3

Asset Class: Equity

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0P000158O7 Overview

Find basic information about the Brw Balanced Return Institutional 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 0P000158O7 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 Change1.96%

Prev. Close118.81

Risk Rating

TTM Yield3.61%

ROE38.64%

IssuerUniversal - Investment GmbH

TurnoverN/A

ROA16.49%

Inception DateJan 15, 2015

Total Assets312.08M

Expenses0.75%

Min. Investment5,000,000

Market Cap253.03B

CategoryEUR Flexible Allocation - Global

What is your sentiment on BRW Balanced Return Institutional?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1057	1007	1057	1035	1204	-
Fund Return	5.65%	0.68%	5.65%	1.15%	3.79%	-
Place in category	2496	1934	2496	1412	826	-
% in Category	74	58	74	52	40	-

Top Equity Funds by BRW Finanz AG

Name	Total Assets	YTD%	3Y%	10Y%
Acatis Gane Value Event Fonds UI B	6.65B	2.31	5.02	7.02
Acatis Gane Value Event Fonds UI A	6.65B	2.28	4.58	6.57
Acatis Gane Value Event Fonds UI C	6.65B	10.06	4.16	6.40
ACATIS Datini Valueflex Fonds A	820.15M	5.18	4.19	12.04
ACATIS Datini Valueflex Fonds B	820.15M	5.12	3.32	11.21

Top Funds for EUR Flexible Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
Acatis Gane Value Event Fonds UI A	6.65B	2.28	4.58	6.57
Acatis Gane Value Event Fonds UI B	6.65B	2.31	5.02	7.02
Acatis Gane Value Event Fonds UI C	6.65B	10.06	4.16	6.40
ZukunftsPlan I	3.44B	2.75	9.16	7.50
Siemens DC Balanced	1.23B	1.58	3.62	3.41

Top Holdings

Name	ISIN	Weight %	Last	Change %
Germany 0 11-Apr-2025	DE0001141810	10.15	99.651	+0.00%
Germany 2.8 12-Jun-2025	DE000BU22015	5.53	100.071	-0.02%
Germany 0 15-Aug-2031	DE0001102564	5.28	86.280	-0.27%
United States Treasury Notes	-	3.97	-	-
United States Treasury Notes	-	3.54	-	-

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. %
	BRW Balanced Retu.	118.650	-0.160	-0.13%