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Lähitapiola Suoja B (0P0000YLCZ)

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LähiTapiola Suoja B historical data, for real-time data please try another search
12.186 +0.020    +0.21%
29/02 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Finland
Issuer:  FIM Varainhoito Oy
ISIN:  FI4000058961 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 57.14M
LähiTapiola Suoja B 12.186 +0.020 +0.21%

Lähitapiola Suoja B Overview

 
Find basic information about the Lähitapiola Suoja B 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 0P0000YLCZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: FI4000058961)
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Rating
1-Year Change6.66%
Prev. Close12.161
Risk Rating
TTM Yield2.88%
ROE25.64%
IssuerFIM Varainhoito Oy
Turnover51.80%
ROA10.37%
Inception DateMar 08, 2013
Total Assets57.14M
Expenses0.71%
Min. Investment30,000
Market Cap85.83B
CategoryEUR Cautious Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1012 1038 1071 1042 1114 1181
Fund Return 1.19% 3.79% 7.07% 1.37% 2.19% 1.68%
Place in category 507 816 567 231 253 309
% in Category 23 32 24 12 15 32

Top Equity Funds by Seligson & Co Rahastoyhtiö Oyj

  Name Rating Total Assets YTD% 3Y% 10Y%
  S-Asuntorahasto 463.26M 5.61 -3.44 -
  FIM Emerging markets ESG 385.95M 0.28 -1.75 4.89
  S SaastOrahasto Kohtuullinen 283.28M 5.46 4.08 6.13
  FIM USA 245.85M 14.43 12.95 13.14
  S-Saastorahasto Rohkea 243.2M 8.00 7.09 8.71

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Nordea Premium Varainhoito Maltti K 2.61B 2.34 0.32 3.22
  Nordea Premium Varainhoito Maltti T 2.61B 2.34 0.32 3.22
  Nordea Yhteiso Varainhoito Maltti T 2.61B 2.36 0.42 -
  Nordea Yhteiso Varainhoito Maltti K 2.61B 2.36 0.42 -
  Nordea SaastO 25 Kasvu 1.38B 2.39 0.60 3.43

Top Holdings

Name ISIN Weight % Last Change %
  LähiTapiola Lyhytkorko FI0008804729 17.14 14.965 +0.01%
  LähiTapiola Pitkäkorko A FI0008804711 12.00 17.003 -0.25%
  LähiTapiola Pohjoinen Yrityskorko A FI4000071212 11.62 13.880 -0.02%
  iShares Core S&P 500 UCITS IE00B5BMR087 6.13 536.30 +1.72%
  iShares Global Government Bond UCITS IE00B3F81K65 5.10 87.72 +0.03%

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
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