Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
Close

Universal Invest High H Acc (0P000169VD)

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
 
317.660 -1.980    -0.62%
19/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 6.59B
Type:  Fund
Market:  Luxembourg
Issuer:  Capfi Delen Asset Management S.A.
ISIN:  LU0471613637 
Asset Class:  Equity
Universal Invest High HC 317.660 -1.980 -0.62%

0P000169VD Overview

 
Find basic information about the Universal Invest High H Acc 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 0P000169VD 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 Change19.11%
Prev. Close319.64
Risk Rating
TTM Yield0%
ROE28.41%
IssuerCapfi Delen Asset Management S.A.
TurnoverN/A
ROA12.50%
Inception DateFeb 26, 2010
Total Assets6.59B
ExpensesN/A
Min. InvestmentN/A
Market Cap200.2B
CategoryEUR Aggressive Allocation - Global
What is your sentiment on Universal Invest High HC?
or
Market is currently closed. Voting is open during market hours.

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 1198 1058 1240 1242 1586 2159
Fund Return 19.75% 5.79% 24.03% 7.49% 9.66% 8%
Place in category 153 420 181 48 35 25
% in Category 10 25 11 4 4 3

Top Equity Funds by CADELUX S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Universal Invest Medium HC 9.22B 14.47 4.89 5.39
  Universal Invest Glbl Flxbl D Inc 80.49M 15.30 4.48 4.72
  Universal Invest Glbl Flxbl A Inc 23.16M 15.34 4.60 4.82
  Universal Invest Glbl Flxbl A Acc 62.13M 15.34 4.61 4.85
  Universal Invest Glbl Flxbl D Acc 206.93M 15.30 4.49 4.65

Top Funds for EUR Aggressive Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU0433182416 6.05B 11.85 3.95 3.11
  LU2168564065 2.56B 14.64 6.07 5.68
  Allianz Dynamic Multi Asset Strat75 2.32B 18.01 5.54 8.06
  Allianz Dynamic Multi Asset Str75aq 2.32B 18.02 5.54 8.07
  Allianz Dynamic Multi Asset Stra75i 2.32B 18.91 6.40 8.94

Top Holdings

Name ISIN Weight % Last Change %
Future on Russell 2000 - 4.56 - -
Future Msci Emerging Markets Dec2024(50) - 3.42 - -
  NVIDIA US67066G1040 3.00 134.70 +3.08%
  Apple US0378331005 2.85 254.49 +1.88%
  Microsoft US5949181045 2.75 436.60 -0.10%

Technical Summary

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

0P000169VD Comments

Write your thoughts about Universal Invest High H Acc
 
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