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Baloise Fund Invest (lux) - Bfi Systematic Balanced R Chf (0P0000WUS2)

Switzerland

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13.141 -0.190 -1.41%

10/03 - Delayed Data. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: MDO Management Company S.A.

ISIN: LU0761931699

Asset Class: Equity

Morningstar Rating:
Total Assets: 138.07M

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0P0000WUS2 Overview

Find basic information about the Baloise Fund Invest (lux) - Bfi Systematic Balanced 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 0P0000WUS2 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 Change0.3%

Prev. Close13.329

Risk Rating

TTM Yield0%

ROE33.98%

IssuerMDO Management Company S.A.

TurnoverN/A

ROA13.32%

Inception DateApr 18, 2012

Total Assets138.07M

Expenses1.83%

Min. InvestmentN/A

Market Cap327.55B

CategoryCHF Moderate Allocation

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

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	1042	1056	1017	1029	1038
Fund Return	1.35%	4.16%	5.61%	0.57%	0.58%	0.37%
Place in category	564	149	479	280	331	186
% in Category	95	26	87	59	85	94

Top Equity Funds by Baloise Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Adamant Medtech B CHF	1.55B	6.48	2.38	8.64
Adamant Medtech I CHF	1.55B	6.60	3.09	9.42
Adamant Medtech T CHF	1.55B	6.56	2.79	9.08
Entrepreneur Europe small B CHF	132.78M	7.94	0.67	5.40
Entrepreneur Europe small I CHF	132.78M	8.06	1.38	6.17

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 50 World U	4.31B	7.32	-1.50	2.35
Raiffeisen Pension Invest Futura BI	4.3B	2.45	0.42	1.92
Raiffeisen Pension Invest Futura Ba	4.3B	6.47	-2.59	1.75
Julius Baer Institutional BVG LPP F	3.93B	1.88	1.66	3.76
Julius Baer Institutional BVG LPPb1	3.93B	7.67	0.30	3.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
LO Funds Short-Term Money Market EUR IA	LU1577896191	11.90	-	-
GS Liquid Euro-C Cap EUR	LU0245567192	11.90	-	-
Parvest Money Market Euro I Capitalisation	LU0102012688	11.90	76.388	+0.01%
Pictet-Short-Term Money Market EUR I	LU0128494944	11.89	147.279	+0.01%
Lazard Euro Short Term Money Market A	FR0007498480	11.89	-	-

Technical Summary

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

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