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

Unifond Cartera Moderada A Fi (115431035)

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
 
9.28 +0.03    +0.30%
21/11 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 628.61M
Type:  Fund
Market:  Spain
Issuer:  Liberbank Gestión SGIIC
ISIN:  ES0115431035 
Asset Class:  Equity
Liberbank Cartera Moderada FI 9.28 +0.03 +0.30%

115431035 Overview

 
Find basic information about the Unifond Cartera Moderada A 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 115431035 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 Change16.42%
Prev. Close9.25
Risk Rating
TTM Yield0%
ROE26.58%
IssuerLiberbank Gestión SGIIC
Turnover214%
ROA12.04%
Inception Date17/02/2006
Total Assets628.61M
Expenses2.08%
Min. Investment6
Market Cap120.73B
CategoryEUR Moderate Allocation - Global
What is your sentiment on Liberbank Cartera Moderada FI?
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 1090 1014 1205 995 1205 1330
Fund Return 9.04% 1.43% 20.46% -0.17% 3.8% 2.89%
Place in category 570 952 184 1716 671 621
% in Category 20 33 7 71 33 53

Top Equity Funds by Unigest SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Liberbank Cartera Conservadora FI 500.78M 3.94 -3.33 -0.08
  Liberbank Garantizado FI 202.44M 3.04 0.68 0.85
  Liberbank inversion Mundial Garant 39.7M 2.33 -0.75 -0.24
  Liberbank Cartera Rendimiento FI 119.64M 15.21 3.19 6.14
  Liberbank Garantizado II FI 50.88M 2.29 -1.05 -0.06

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Quality Inversion Moderada FI 8.53B 5.46 1.72 1.62
  Santander Select Decidido S FI 6.43B 6.75 0.08 2.91
  Santander Select Decidido A FI 6.43B 6.75 0.08 2.79
  Nordea 1 Stable Return Fund E EUR 3.75B 1.02 -1.13 0.87
  Bankia Soy Asi Flexible FI 1.1B 8.78 1.11 2.50

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan Funds - Global Corporate Bond Fund I acc LU0973524456 19.10 87.970 +0.58%
JPM US Equity All Cap I (acc) EURH LU1668655225 17.76 - -
  JPMorgan Investment Funds - Global High Yield Bond LU0248018375 16.08 103.280 +0.16%
JPM US Select Equity Plus I (acc) EURH LU0973529505 11.81 - -
  JPMorgan Funds - Global Government Bond Fund I acc LU0406674662 9.59 107.350 +0.46%

Technical Summary

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

115431035 Comments

Write your thoughts about Unifond Cartera Moderada A Fi
 
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