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Optimize Capital Reforma Ppr/oicvm Moderado - Fundo De Investimento Aberto De Poupança Reforma (0P0000UP14)

Lisbon

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15.550 +0.020 +0.13%

31/12 - Closed. Currency in EUR

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZDHM0000

Asset Class: Equity

Morningstar Rating:
Total Assets: 36.5M

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0P0000UP14 Overview

Find basic information about the Optimize Capital Reforma Ppr/oicvm Moderado - Fundo De Investimento Aberto De Poupança Reforma 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 0P0000UP14 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change8.04%

Prev. Close15.53

Risk Rating

TTM Yield0%

ROE25.82%

IssuerOptimize Investment Partners SGOIC SA

Turnover267%

ROA11.32%

Inception DateAug 19, 2010

Total Assets36.5M

Expenses1.84%

Min. Investment1

Market Cap179.56B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Optimize Capital Reforma PPR OICVM Moderado?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1079	1036	1111	1049	1082	1248
Fund Return	7.93%	3.59%	11.11%	1.59%	1.59%	2.24%
Place in category	2096	1105	2152	1207	1827	850
% in Category	68	35	68	48	83	72

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZBHM0002	22.68M	8.12	1.08	1.98
PTOPZKHM0001	8.1M	4.57	-1.33	-
PTOPZNHM0008	8.1M	4.77	-1.11	-
PTOPZTHM0002	2.62M	-6.24	-16.76	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYSAJHE0016	431.7M	9.63	0.93	-
PTYCXRLP0000	329.65M	7.47	-0.73	2.41
PTYSBZHM0007	301.65M	8.10	0.25	-
PTCXGGHM0012	298.58M	5.59	-0.59	-
PTIGAZHM0002	201.72M	9.52	0.82	2.07

Top Holdings

Name	ISIN	Weight %	Last	Change %
OPTIMIZE Global Bond A EUR Acc	LU2215411468	5.73	-	-
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	3.11	18.120	+0.11%
iShares 20+ Year Treasury Bond	US4642874329	3.08	87.57	+0.27%
Amundi Fds Glbl Aggt Bd I USD C	LU0319687637	2.66	-	-
Amundi S&P 500 UCITS ETF - D-EUR	LU0496786574	2.41	58.92	+1.05%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimize Capital .	15.550	+0.020	+0.13%