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Etica Bilanciato I (LP68143272)

Milan

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15.495 -0.032 -0.21%

11/04 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 2.34B

Type: Fund

Market: Italy

Issuer: Etica SGR SpA

ISIN: IT0004735186

Asset Class: Equity

General
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LP68143272 Overview

Find basic information about the Etica Bilanciato I 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 LP68143272 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 Change - 4.86%

Prev. Close15.527

Risk Rating

TTM Yield0%

ROE29.48%

IssuerEtica SGR SpA

Turnover100.68%

ROA14.34%

Inception DateFeb 01, 2012

Total Assets2.34B

Expenses0.99%

Min. Investment500,000

Market Cap77.23B

CategoryEUR Moderate Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	958	958	995	1041	1365	1436
Fund Return	-4.19%	-4.19%	-0.45%	1.35%	6.42%	3.68%
Place in category	2947	2947	2879	1624	574	139
% in Category	93	93	94	65	29	12

Top Equity Funds by Etica SGR SpA

Name	Total Assets	YTD%	3Y%	10Y%
Etica Bilanciato R	2.34B	-4.41	0.44	2.76
IT0005336851	2.34B	-9.82	-3.64	-
Etica Obbligazionario Misto R	1.37B	-1.62	-1.50	-0.28
Etica Obbligazionario Misto I	1.37B	-1.47	-0.90	0.32
Etica Impatto Clima R	1.11B	-3.15	-0.01	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
IE0009514989	8.6B	-2.76	1.25	4.40
IT0005384653	2.9B	-3.63	1.90	-
IT0005411787	2.9B	-3.74	1.45	-
IT0005336851	2.34B	-9.82	-3.64	-
Etica Bilanciato R	2.34B	-4.41	0.44	2.76

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	5.03	112.27	+1.41%
Austria (Republic of)	AT0000A3FS39	2.68	-	-
France .5 25-Jun-2044	FR0014002JM6	2.65	56.250	0.00%
Visa A	US92826C8394	1.86	336.64	+0.44%
Italy 4 30-Oct-2031	IT0005542359	1.56	105.570	-0.21%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Etica Bilanciato .	15.495	-0.032	-0.21%
Barclays Portfoli.	9.921	+0.008	+0.08%
CAPRI MULTIMERCAD.	2,860.993	-2.849	-0.10%
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M&G (Lux) Investm.	14.625	+0.204	+1.42%
Schroder Internat.	17.313	+0.369	+2.18%
Schroder Growth U.	4.680	+0.080	+1.74%
March Cartera Dec.	1,073.35	-2.80	-0.26%