Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Baloise Fund Invest (lux) - Bfi Systematic Conservative R Chf (0P0000WUS3)

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
 
12.327 +0.030    +0.21%
26/11 - Delayed Data. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  LU0761930964 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 65.26M
Baloise Fund Invest Lux - BFI C-QUADRAT ARTS Conse 12.327 +0.030 +0.21%

0P0000WUS3 Overview

 
Find basic information about the Baloise Fund Invest (lux) - Bfi Systematic Conservative R Chf 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 0P0000WUS3 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 Change3.15%
Prev. Close12.301
Risk Rating
TTM Yield0%
ROE31.40%
IssuerN/A
TurnoverN/A
ROA10.47%
Inception DateApr 18, 2012
Total Assets65.26M
Expenses1.66%
Min. InvestmentN/A
Market Cap238.72B
CategoryCHF Cautious Allocation
What is your sentiment on Baloise Fund Invest Lux - BFI C-QUADRAT ARTS Conse?
or
Vote to see community's results!

Baloise Fund Invest (lux) - Bfi Systematic Conservative R Chf Analysis


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 1013 1001 1023 967 974 1016
Fund Return 1.27% 0.12% 2.33% -1.1% -0.52% 0.16%
Place in category 440 288 478 221 304 152
% in Category 90 59 100 51 79 79

Top Equity Funds by Baloise Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Adamant Medtech B CHF 1.59B 12.19 -3.60 8.39
  Adamant Medtech I CHF 1.59B 12.85 -2.92 9.16
  Adamant Medtech T CHF 1.59B 12.57 -3.22 8.82
  Baloise Fund Invest Lux BFI C QUADr 141.71M 2.51 -1.24 0.92
  Entrepreneur Europe small B CHF 128.72M 5.69 -6.90 6.04

Top Funds for CHF Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 25 World U 1.7B 0.92 -2.55 1.10
  UBS Strategy Fund Yield CHF K 1 acc 1.62B 4.89 -2.34 0.94
  Raiffeisen Pension Invest Futura YA 1.44B 2.57 -3.53 0.73
  Raiffeisen Pension Invest Futura YI 1.44B 3.79 -2.80 0.56
  UBS CH Suisse 25 CHF Q dist 1.19B 1.07 -0.28 1.76

Top Holdings

Name ISIN Weight % Last Change %
Lazard Euro Short Term Money Market A FR0007498480 11.98 - -
  Pictet-Short-Term Money Market EUR I LU0128494944 11.97 146.061 +0.01%
GS Liquid Euro-C Cap EUR LU0245567192 11.97 - -
LO Funds Short-Term Money Market EUR IA LU1577896191 11.97 - -
  Parvest Money Market Euro I Capitalisation LU0102012688 11.97 75.738 +0.01%

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
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.

0P0000WUS3 Comments

Write your thoughts about Baloise Fund Invest (lux) - Bfi Systematic Conservative R Chf
 
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