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Smart Invest PPR/OICVM Moderado - Fundo de Investimento Mobiliário Aberto de Poupança Reforma (0P0001LHA6)

Lisbon

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6.072 +0.007 +0.12%

30/09 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 22.81M

Type: Fund

Market: Portugal

Issuer: Invest Gestão de Activos SGFIM SA

ISIN: PTARMHHM0005

Asset Class: Equity

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0P0001LHA6 Overview

Find basic information about the Smart Invest PPR/OICVM Moderado - 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 0P0001LHA6 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 Change6.98%

Prev. Close6.065

Risk Rating

TTM Yield0%

ROE27.23%

IssuerInvest Gestão de Activos SGFIM SA

TurnoverN/A

ROA12.86%

Inception DateJan 06, 2021

Total Assets22.81M

Expenses1.41%

Min. Investment50

Market Cap135.49B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Smart Invest PPR/OICVM Moderado Fundo de Investime?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1057	1002	1098	1269	1168	-
Fund Return	5.66%	0.17%	9.75%	8.28%	3.16%	-
Place in category	1947	2694	1707	1396	1135	-
% in Category	59	83	52	48	50	-

Top Equity Funds by Invest Gestão de Activos SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
Alves Ribeiro PPR Fundo de Invest	368.06M	3.03	6.97	4.14
PTARMIHM0004	37.41M	9.98	12.04	-
PTARMGHM0006	4.49M	1.51	4.90	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYSAJHE0016	431.39M	4.36	7.19	-
PTYCXRLP0000	371.02M	6.38	8.43	4.05
PTCXGGHM0012	312.17M	4.23	6.19	-
PTYSBZHM0007	271.66M	4.09	7.58	-
PTYPJDLM0002	224.23M	5.67	7.22	2.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
Amundi Stoxx Europe 600 UCITS C	LU0908500753	18.40	309.35	-1.29%
iShares Euro Government Bond 3-7Yr UCITS Acc	IE00B3VTML14	11.88	130.43	-0.18%
db x-trackers II iBoxx Sovereigns Eurozone 5-7 UCI	LU0290357176	9.86	227.45	-0.18%
iShares S&P 500 EUR Hedged UCITS	IE00B3ZW0K18	9.58	156.34	-1.21%
Xtrackers MSCI Emerging Markets UCITS	IE00BTJRMP35	8.76	82.248	+0.19%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Neutral	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/.	6.072	+0.007	+0.12%
	ASCN	5.79	-0.12	-2.03%