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First Private Wealth B (0P0000U0GX)

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78.850 +0.020    +0.03%
20/12 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE000A0KFTH1 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 83.05M
First Private Wealth B 78.850 +0.020 +0.03%

0P0000U0GX Overview

 
Find basic information about the First Private Wealth B 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 0P0000U0GX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.49%
Prev. Close78.83
Risk Rating
TTM YieldN/A
ROE17.52%
IssuerN/A
Turnover51.62%
ROA6.31%
Inception DateAug 31, 2011
Total Assets83.05M
Expenses1.72%
Min. Investment1
Market Cap62.72B
CategoryEUR Cautious Allocation - Global
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First Private Wealth B Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1043 1029 1067 1054 1112 1133
Fund Return 4.33% 2.93% 6.75% 1.77% 2.15% 1.26%
Place in category 2061 630 2070 378 446 556
% in Category 82 25 82 19 24 57

Top Equity Funds by FIRST PRIVATE Investment Management KAG mbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  First Private Europa Aktien ULM B 205.7M 10.94 3.95 4.86
  First Private Europa Aktien ULM A 205.7M 9.14 1.91 4.72
  First Private Euro Dividenden STAUb 140.51M 4.58 3.87 6.07
  First Private Euro Dividenden STAUF 140.51M 3.99 3.15 5.35
  First Private Wealth A 83.05M 5.11 2.69 2.13

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PrivatFonds: Kontrolliert 15.65B 11.24 0.98 1.76
  UniStrategie:Konservativ 1.73B 8.10 -0.16 1.58
  ODDO BHF Polaris Moderate Cl EUR 1.52B 5.44 1.73 2.91
  DE000A2JJ1W5 1.52B 4.96 1.16 2.59
  BHF Total Return FT 1.52B 4.87 1.10 2.65

Top Holdings

Name ISIN Weight % Last Change %
Central Bank Of Iceland 0.05% IS0000028249 6.13 - -
  First Private Aktien Global C DE000A0KFRV6 4.98 146.360 +0.67%
Iceland (Republic Of) 0.065% IS0000020386 3.91 - -
Municipality Finance plc 0.03% XS2590268814 3.83 - -
Austria (Republic of) 0% AT0000A3DUZ3 3.74 - -

Technical Summary

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