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Occidente Bolsa Española Fi (116901036)

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40.86 -0.52    -1.27%
19/12 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 27.25M
Type:  Fund
Market:  Spain
Issuer:  Gesiuris Asset Management SGIIC
ISIN:  ES0116901036 
Asset Class:  Equity
Catalana Occidente Bolsa Espanola FI 40.86 -0.52 -1.27%

116901036 Overview

 
Find basic information about the Occidente Bolsa Española Fi 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 116901036 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.66%
Prev. Close41.39
Risk Rating
TTM Yield0%
ROE18.73%
IssuerGesiuris Asset Management SGIIC
Turnover5%
ROA4.99%
Inception Date19/02/2003
Total Assets27.25M
Expenses2.36%
Min. Investment600
Market Cap20.17B
CategorySpain Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1178 1025 1182 1508 1324 1396
Fund Return 17.8% 2.55% 18.18% 14.67% 5.77% 3.39%
Place in category 34 25 30 33 62 39
% in Category 25 20 22 28 50 53

Top Equity Funds by Gesiuris Asset Management SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Valentum FI 87.61M -4.42 -7.15 7.49
  Deep Value International FI 73.11M 7.66 4.55 3.52
  Cat Patrimonis Ord Shs 59.54M 8.21 3.07 3.38
  Japan Deep Value Fund 42.58M 13.38 13.57 -
  Gesiuris Patrimonial 29.67M 6.96 2.36 2.45

Top Funds for Spain Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Santander Indice Espana I FI 726.31M 19.59 16.19 4.49
  Santander Indice Espana B FI 726.31M 18.64 15.18 3.59
  Santander Indice Espana Openbank FI 726.31M 18.76 15.14 3.51
  ES0119203026 726.31M 19.46 16.05 -
  Santander Acciones Espaoolas D FI 547.78M 8.58 12.69 -

Top Holdings

Name ISIN Weight % Last Change %
  Inditex ES0148396007 9.63 49.485 -1.15%
  Iberdrola ES0144580Y14 9.07 13.075 +0.19%
  BBVA ES0113211835 8.61 9.240 -0.67%
  Caixabank ES0140609019 5.65 5.087 -0.45%
  Aena ES0105046009 5.20 197.90 -0.55%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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