Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Rothschild & Co Wm - Aktien I (0P00016Z35)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
210.550 -0.280    -0.13%
20/12 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
Issuer:  Axxion S.A.
ISIN:  LU1272153831 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 555.42M
Rothschild & Co WM - Aktien I 210.550 -0.280 -0.13%

0P00016Z35 Overview

 
Find basic information about the Rothschild & Co Wm - Aktien I 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 0P00016Z35 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change10.23%
Prev. Close210.83
Risk Rating
TTM Yield1.08%
ROE26.39%
IssuerAxxion S.A.
TurnoverN/A
ROA10.64%
Inception DateSep 08, 2015
Total Assets555.42M
Expenses0.94%
Min. Investment10,000,000
Market Cap210.32B
CategoryGlobal Large - Cap Blend Equity
What is your sentiment on Rothschild & Co WM - Aktien I?
or
Market is currently closed. Voting is open during market hours.

Rothschild & Co Wm - Aktien I Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1125 1025 1162 1168 1491 -
Fund Return 12.53% 2.52% 16.19% 5.3% 8.31% -
Place in category 5846 6383 5857 3808 2758 -
% in Category 90 91 91 75 72 -

Top Equity Funds by Rothschild & Co Vermögensverwaltung GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU0329325095 556.27M 11.73 4.48 7.60
  Squad Capital Squad Makro N 547.35M 7.97 4.53 6.96
  Squad Capital Squad Makro Seed 547.35M 9.06 5.56 8.19
  Squad Capital Squad Value A 147.78M 5.98 1.29 7.48
  Squad Capital Squad Value B 147.78M 4.54 1.21 6.72

Top Funds for Global Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  MS Funds Global Brands Fund F EUR 20.22B 11.55 4.41 -
  MS Global Brands Fund Ae 20.22B 10.63 3.51 9.08
  MS Global Brands Fund AXe 20.22B 10.62 3.50 9.08
  MS Global Brands Fund Be 20.22B 9.62 2.48 7.99
  MS Global Brands Fund BXe 20.22B 9.62 2.48 7.99

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 3.87 435.25 -0.31%
  SAP DE0007164600 3.16 236.350 -0.17%
  Muench. Rueckvers. DE0008430026 3.15 496.90 +0.59%
  Visa A US92826C8394 3.06 317.22 -0.15%
  Schneider Electric FR0000121972 3.02 239.80 +0.29%

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00016Z35 Comments

Write your thoughts about Rothschild & Co Wm - Aktien I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email