Breaking News
Get 60% Off 0
Cyber Monday Deal: Up to 60% off InvestingPro
CLAIM SALE
Close

Unifond Moderado A Fi (182035032)

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
 
75.82 +0.24    +0.32%
29/11 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
ISIN:  ES0182035032 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 862.21M
Unifond Moderado FI 75.82 +0.24 +0.32%

182035032 Overview

 
Find basic information about the Unifond Moderado A Fi 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 182035032 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 Change13.4%
Prev. Close75.57
Risk Rating
TTM Yield0%
ROE23.95%
IssuerN/A
Turnover128%
ROA10.41%
Inception Date21/05/2002
Total Assets862.21M
Expenses2.21%
Min. Investment1
Market Cap71.23B
CategoryEUR Cautious Allocation - Global
What is your sentiment on Unifond Moderado FI?
or
Market is currently closed. Voting is open during market hours.

Unifond Moderado A Fi 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 1064 1008 1178 1034 1104 1090
Fund Return 6.39% 0.82% 17.83% 1.13% 2.01% 0.87%
Place in category 321 1380 22 372 398 681
% in Category 14 57 1 19 22 71

Top Equity Funds by Unigest SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  Unicorp Seleccion Prudente FI 871.83M 2.82 -0.53 -
  Unicorp Seleccion Dinamico 258.58M 9.94 3.10 -
  Unifond Rentas Garantizado 2024 X 99.5M 3.07 1.39 0.11
  Grupo Inversor Falla SICAV 110.62M 7.53 4.51 3.15
  Unifond Mixto Renta Fija FI 62M 5.46 1.45 0.47

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Quality Inversion Conservadora FI 5.51B 2.69 0.73 0.19
  Bankia Soy Asi Cauto FI 2.6B 4.86 -0.03 0.99
  Sabadell Prudente Base FI 1.84B 3.60 -0.39 0.76
  Sabadell Prudente Empresa FI 1.84B 3.77 -0.19 -
  Sabadell Prudente Plus FI 1.84B 3.77 -0.19 -

Top Holdings

Name ISIN Weight % Last Change %
JPM US Select Equity I2 (acc) EUR Hdg LU1727362383 9.54 - -
Futuro Nasdaq 100 E Mini Diciembre 2024 - 8.37 - -
Euro Bund Future Schatz 2Yr Dic 2024 - 6.64 - -
Futuro Us 2Yr Note Diciembre 2024 - 6.18 - -
10 Year Treasury Note Future Dec 24 - 5.82 - -

Technical Summary

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

182035032 Comments

Write your thoughts about Unifond Moderado A Fi
 
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