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Optimize Ppr Moderado (0P0000UP14)

Lisbon

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15.205 +0.010 +0.05%

12/03 - Delayed Data. Currency in EUR

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZDHM0000

Asset Class: Equity

Morningstar Rating:
Total Assets: 39.94M

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0P0000UP14 Overview

Find basic information about the Optimize Ppr Moderado 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 Change3.76%

Prev. Close15.197

Risk Rating

TTM Yield0%

ROE25.74%

IssuerOptimize Investment Partners SGOIC SA

Turnover267%

ROA11.30%

Inception DateAug 19, 2010

Total Assets39.94M

Expenses1.84%

Min. Investment1

Market Cap182.98B

CategoryEUR Moderate Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1010	1039	1079	1077	1078	1192
Fund Return	0.96%	3.88%	7.94%	2.5%	1.51%	1.77%
Place in category	2980	1456	2256	1283	1866	944
% in Category	92	45	73	52	84	79

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZBHM0002	22.89M	1.47	2.55	1.66
PTOPZKHM0001	7.74M	5.54	-1.14	-
PTOPZNHM0008	7.74M	5.78	-0.91	-
PTOPZTHM0002	2.56M	2.20	-12.34	-

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PTYSAJHE0016	427.8M	1.38	2.53	-
PTYCXRLP0000	331.35M	3.99	2.69	2.32
PTCXGGHM0012	301.76M	2.64	1.69	-
PTYSBZHM0007	289.51M	2.40	1.98	-
PTIGAZHM0002	205.54M	2.29	2.85	1.76

Top Holdings

Name	ISIN	Weight %	Last	Change %
OPTIMIZE Global Bond A EUR Acc	LU2215411468	5.45	-	-
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	3.05	18.630	+0.11%
iShares 20+ Year Treasury Bond	US4642874329	2.83	90.30	-0.39%
Amundi Fds Glbl Aggt Bd I USD C	LU0319687637	2.61	-	-
Amundi S&P 500 UCITS ETF - D-EUR	LU0496786574	2.40	52.71	+0.81%

Technical Summary

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

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