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Fuh Hwa Olympic Global Fund (LP63500654)

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18.030 -0.030    -0.17%
19/11 - Closed. Currency in TWD
Type:  Fund
Market:  Taiwan
Issuer:  Fuh Hwa Securities Investment Tr Co Ltd
ISIN:  TW000T2215Y9 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.85B
Fuh Hwa Olympic Global Fund 18.030 -0.030 -0.17%

LP63500654 Overview

 
Find basic information about the Fuh Hwa Olympic Global Fund 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 LP63500654 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.27%
Prev. Close18.06
Risk Rating
TTM Yield0%
ROE24.04%
IssuerFuh Hwa Securities Investment Tr Co Ltd
TurnoverN/A
ROA8.55%
Inception DateApr 21, 2005
Total Assets3.85B
Expenses1.14%
Min. Investment3,000
Market Cap2,328.79B
CategoryTWD Cautious Allocation
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Fuh Hwa Olympic Global Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1094 991 1120 1067 1118 1182
Fund Return 9.42% -0.94% 12.02% 2.2% 2.26% 1.69%
Place in category 24 66 36 29 22 1
% in Category 43 89 57 63 56 1

Top Equity Funds by Fuh Hwa Securities Investment Tr Co Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fuh Hwa High Growth Fund 9.97B 29.41 10.23 15.17
  Fuh Hwa Heirloom No 2 Balance Fund 9.48B 15.73 3.50 12.33
  Fuh Hwa Small Capital Fund 9.78B 17.47 3.93 15.92
  Fuh Hwa Life Goal Balance Fund 6.75B 14.84 3.42 10.65
  TW000T22C2Y4 4.36B 9.27 1.54 -

Top Holdings

Name ISIN Weight % Last Change %
  UBAM - Global High Yield Solution AC USD Acc LU0569862351 15.48 238.900 +0.06%
PineBridge Preferred Secritis Inc TWD A TW000T2124A3 13.12 - -
Franklin Income I(acc)USD LU0195951883 9.47 - -
  M&G (Lux) Investment Funds 1 - M&G (Lux) Optimal I LU1670725776 7.05 12.088 -0.25%
  Schroder International Selection Fund Global Credi LU1751207694 4.18 129.651 -0.18%

Technical Summary

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