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Ofi Invest Performance Diversifié (0P0000WMSC)

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208.930 +1.280    +0.62%
21/03 - Delayed Data. Currency in EUR
Type:  Fund
Market:  France
ISIN:  FR0011220292 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 61.2M
Aviva Performance Diversifié 208.930 +1.280 +0.62%

0P0000WMSC Overview

 
Find basic information about the Ofi Invest Performance Diversifié 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 0P0000WMSC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0.48%
Prev. Close207.65
Risk Rating
TTM Yield0%
ROE15.96%
IssuerN/A
TurnoverN/A
ROA5.66%
Inception DateMay 18, 2012
Total Assets61.2M
ExpensesN/A
Min. Investment1
Market Cap27.44B
CategoryEUR Moderate Allocation
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Ofi Invest Performance Diversifié Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1053 1057 1050 1102 1258 1357
Fund Return 5.31% 5.7% 5.03% 3.31% 4.69% 3.1%
Place in category 74 76 480 267 128 81
% in Category 16 15 87 58 32 28

Top Equity Funds by OFI Invest Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Afer Sfer 4.79B 6.81 4.86 4.29
  Afer Actions Euro I 2.19B 10.74 13.09 6.67
  Afer Actions Euro A 2.19B 10.61 12.32 6.11
  FR0010094839 1.7B 1.29 10.77 8.68
  Aviva Investors Conviction 1.59B 4.49 9.13 6.36

Top Funds for EUR Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Afer Diversifie Durable 595.95M 3.88 3.81 2.51
  Objectif Epargne Diversifie A 343.4M 1.84 4.84 4.61
  Ofi RS Equilibre C D 339.83M 3.25 2.88 2.72
  Actions 50 D 203.45M 5.57 3.39 3.59
  GEFIP Patrimonial 176.52M 1.47 0.98 0.69

Top Holdings

Name ISIN Weight % Last Change %
Ofi Invest France Opportunités FR0007385000 18.16 - -
Ofi Invest Actions France FR0007485263 11.67 - -
Ofi Invest Valeurs Françaises FR0000014268 11.23 - -
  Lyxor UCITS CAC 40 (DR) D-EUR FR0007052782 10.40 76.46 -1.85%
Aviva Investors Gl InvmGrdCorpBd K€Acc LU2185864571 10.12 - -

Technical Summary

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