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Smart Invest PPR/OICVM Conservador - Fundo de Investimento Mobiliário Aberto de Poupança Reforma (0P0001LHA5)

Lisbon

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5.142 +0.017 +0.33%

- Closed. Currency in EUR

Morningstar Rating:
Total Assets: 4.5M

Type: Fund

Market: Portugal

Issuer: Invest Gestão de Activos SGFIM SA

ISIN: PTARMGHM0006

Asset Class: Equity

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0P0001LHA5 Overview

Find basic information about the Smart Invest PPR/OICVM Conservador - Fundo de Investimento Mobiliário Aberto de Poupança Reforma 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 0P0001LHA5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change3.64%

Prev. Close5.125

Risk Rating

TTM Yield0%

ROE25.90%

IssuerInvest Gestão de Activos SGFIM SA

TurnoverN/A

ROA12.04%

Inception DateJan 06, 2021

Total Assets4.5M

Expenses1.49%

Min. Investment50

Market Cap130.85B

CategoryEUR Cautious Allocation - Global

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Smart Invest PPR/OICVM Conservador - Fundo de Investimento Mobiliário Aberto de Poupança Reforma News

JPMorgan trust examined for higher yield potential By Investing.com - Mar 25, 2025

LONDON - Kepler Trust Intelligence, a division of Kepler Partners LLP, has released new research on JPMorgan (NYSE:JPM) Asia Growth & Income PLC (LSE:JAGI), providing an analytical...

M&G Credit Income Trust shareholders approve new share allotment By Investing.com - Feb 27, 2025

LONDON - M&G Credit Income Investment Trust PLC (LSE:MGCI) shareholders have given the green light to the company's proposal to allot additional ordinary shares, a move aimed at...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1027	1044	1058	1171	1034	-
Fund Return	2.74%	4.42%	5.78%	5.39%	0.68%	-
Place in category	1652	1377	1565	1310	1638	-
% in Category	60	50	58	56	81	-

Top Equity Funds by Invest Gestão de Activos SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
Alves Ribeiro PPR Fundo de Invest	371.67M	2.77	7.01	4.57
PTARMIHM0004	36.39M	10.27	12.20	-
PTARMHHM0005	22.67M	6.46	8.59	-

Top Funds for EUR Cautious Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYCXKLP0007	1.06B	3.32	5.42	2.36
PTYAFKLM0004	662.09M	1.62	4.37	1.15
PTIGAXHM0004	662.09M	1.67	5.04	1.34
PTYPIQLM0008	650.45M	3.10	5.31	1.03
PTYAIVLM0008	406.16M	1.60	4.40	1.06

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Euro Government Bond 3-7Yr UCITS Acc	IE00B3VTML14	19.14	132.79	+0.06%
db x-trackers II iBoxx Liquid Corporate UCITS 1C	LU0478205379	14.77	162.26	-0.04%
db x-trackers II iBoxx Sovereigns Eurozone 5-7 UCI	LU0290357176	14.40	232.76	+0.06%
iShares Global High Yield Corp Bond UCITS ETF EUR	IE00BJSFR200	9.31	4.28	-0.23%
Amundi Stoxx Europe 600 UCITS C	LU0908500753	8.56	320.45	+0.11%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Smart Invest PPR/.	5.142	+0.017	+0.33%
UARG	1.7500	+0.1200	+7.36%
MOGb	374.49	+6.46	+1.76%
ANNV	8.49	-0.50	-5.56%