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Attitude Sherpa Fi (0P0001CJXJ)

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11.226 +0.010    +0.08%
20/11 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Spain
ISIN:  ES0111193001 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 41.35M
Attitude Sherpa FI 11.226 +0.010 +0.08%

0P0001CJXJ Overview

 
Find basic information about the Attitude Sherpa 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 0P0001CJXJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.08%
Prev. Close11.217
Risk Rating
TTM Yield0%
ROE15.36%
IssuerN/A
TurnoverN/A
ROA5.38%
Inception DateJan 12, 2018
Total Assets41.35M
Expenses2.32%
Min. Investment1
Market Cap3.13B
CategoryEUR Flexible Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1038 998 1068 1240 1268 -
Fund Return 3.76% -0.24% 6.83% 7.42% 4.87% -
Place in category 2900 2971 3240 51 564 -
% in Category 81 82 91 2 28 -

Top Equity Funds by Attitude Gestión SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  ES0111174019 74.7M 6.63 - -
  ES0111175008 4.86M 4.62 - -

Top Funds for EUR Flexible Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Santander 100 Valor Creciente 2 FI 3.15B 4.44 0.98 -
  ES0133337008 1.78B 3.54 -1.56 -
  ES0133411001 1.51B 10.54 4.60 -
  ES0133371007 1.08B 3.21 1.02 -
  Kutxabank 0/100 Carteras FI 596.08M -5.09 -8.58 -5.74

Top Holdings

Name ISIN Weight % Last Change %
Ultra US Treasury Bond Future Dec 24 - 11.16 - -
International Petroleum Corp 7.25% NO0012423476 8.98 - -
  Miquel Cost. ES0164180012 6.20 12.300 0.00%
Option on EURO STOXX 50 PR EUR - 6.06 - -
  Grupo Catalana Occidente ES0116920333 5.93 36.150 -0.55%

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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