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Patrisa Fi (168812032)

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30.27 +0.25    +0.84%
01/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 15.35M
Type:  Fund
Market:  Spain
Issuer:  Renta 4 Gestora SGIIC S.A.
ISIN:  ES0168812032 
Asset Class:  Equity
Patrisa FI 30.27 +0.25 +0.84%

168812032 Overview

 
Find basic information about the Patrisa 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 168812032 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.32%
Prev. Close30.02
Risk Rating
TTM Yield0%
ROE28.46%
IssuerRenta 4 Gestora SGIIC S.A.
Turnover14%
ROA9.79%
Inception DateMar 05, 1994
Total Assets15.35M
Expenses1.63%
Min. Investment1
Market Cap161.31B
CategoryEUR Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1074 1029 1110 1179 1309 1677
Fund Return 7.36% 2.92% 10.98% 5.65% 5.54% 5.31%
Place in category 203 82 261 46 106 47
% in Category 60 23 79 16 41 28

Top Equity Funds by Renta 4 Gestora SGIIC S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Renta 4 Pegasus FI 171.12M 3.66 0.55 1.08
  Renta 4 Multigestion Num Pat Gl 120.62M 15.01 8.17 -
  Renta 4 Valor Europa FI 104.59M 8.60 3.02 6.54
  ES0173286008 104.32M 4.59 1.96 -
  Renta 4 Activos Globales FI 104.32M 5.32 2.56 3.94

Top Funds for EUR Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibercaja Seleccion Capital FI 485.98M 8.52 1.95 2.96
  Fondmapfre Bolsa FI 213.75M 4.80 2.85 2.38
  Grupo Inversor Falla SICAV 8.04 5.16 3.25
  Bankia Banca Privada Seleccion FI 77.32M 10.11 4.60 4.29
  BBVA Gestion Decidida FI 77.9M 8.26 4.13 3.49

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 8.91 407.85 -0.61%
  Nestle CH0038863350 7.17 81.78 -1.14%
  Roche Holding Participation CH0012032048 6.83 272.30 -0.29%
Air Liquide(L') FR0000053951 6.17 - -
  Novartis CH0012005267 5.20 95.58 +0.09%

Technical Summary

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