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Ubs Premium Equilibrado B Fi (132214034)

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14.37 0.00    0%
22/12 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
ISIN:  ES0132214034 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 23.34M
CS Global Fondos Gestion Activa FI 14.37 0.00 0%

132214034 Overview

 
Find basic information about the Ubs Premium Equilibrado B Fi 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 132214034 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10.66%
Prev. Close14.37
Risk Rating
TTM Yield0%
ROE26.30%
IssuerN/A
Turnover166%
ROA11.38%
Inception DateMar 03, 2005
Total Assets23.34M
Expenses1.66%
Min. Investment1
Market Cap117.14B
CategoryEUR Moderate Allocation - Global
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Ubs Premium Equilibrado B Fi Analysis


Performance

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Condition

Frequency

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%

Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1117 1028 1138 1059 1170 1238
Fund Return 11.68% 2.85% 13.85% 1.93% 3.2% 2.16%
Place in category 768 1665 1353 - - -
% in Category 25 52 42 - - -

Top Equity Funds by UBS Wealth Management SGIIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swift Inversiones SICAV 457.33M 18.08 7.96 7.47
  INVERSIONES ECHEMU SICAV SA 129.12M 12.50 8.22 5.73
  ES0172236004 73.76M 6.32 - -
  JIMINY CRICKET 69.38M 12.60 3.24 4.19
  CAR 2003 INVERSIONES MOBILIARIAS 46.73M 7.74 1.10 0.95

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Quality Inversion Moderada FI 8.67B 8.44 2.76 1.73
  Santander Select Decidido A FI 6.48B 9.58 0.97 2.84
  Santander Select Decidido S FI 6.48B 9.58 0.97 2.95
  Nordea 1 Stable Return Fund E EUR 3.55B 3.90 -0.75 1.00
  Bankia Soy Asi Flexible FI 1.1B 12.27 2.53 2.74

Top Holdings

Name ISIN Weight % Last Change %
  Source S&P 500 UCITS IE00B3YCGJ38 10.19 1,178.95 +0.82%
2 Year Treasury Note Future Dec 24 - 10.13 - -
Euro Schatz Future Dec 24 DE000F0Q7BW2 9.03 - -
Euro Bund Future Dec 24 DE000F0Q7BU6 6.28 - -
  Henderson Horizon Global Technology Fund I2 USD Ac LU0196035553 4.63 262.370 +2.31%

Technical Summary

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