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Moorea Fund - Global Balanced Allocation Portfolio Class Ie (0P00018V8M)

Luxembourg

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337.084 +0.280 +0.08%

16/05 - Closed. Currency in EUR ( Disclaimer )

Type: Fund

Market: Luxembourg

Issuer: Société Générale Private Wealth Management S.A.

ISIN: LU1391858625

Asset Class: Equity

Morningstar Rating:
Total Assets: 532.75M

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Moorea Fund - Global Balanced Allocation Portfolio Class Ie Overview

Find basic information about the Moorea Fund - Global Balanced Allocation Portfolio Class Ie 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 0P00018V8M MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU1391858625)

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Technical Chart

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Rating

1-Year Change12.31%

Prev. Close336.803

Risk Rating

TTM Yield0%

ROE24.45%

IssuerSociété Générale Private Wealth Management S.A.

TurnoverN/A

ROA9.78%

Inception DateJun 03, 2016

Total Assets532.75M

Expenses0.70%

Min. Investment3,000,000

Market Cap81.59B

CategoryEUR Moderate Allocation - Global

What is your sentiment on Moorea Fund Global Balanced Allocation Portfolio?

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

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1035	1023	1113	1075	1226	-
Fund Return	3.51%	2.27%	11.34%	2.43%	4.16%	-
Place in category	741	853	438	332	305	-
% in Category	27	31	16	17	16	-

Top Equity Funds by Société Générale Private Wealth Management S.A.

Name	Total Assets	YTD%	3Y%	10Y%
Moorea GlblBalAlloc Prtflio Class R	532.75M	3.27	1.75	-
Moorea Fund Gestion Patrimoniale Re	80.13M	2.50	4.40	3.82
MooreaGestion Patrimoniale Clas RED	80.13M	2.04	2.59	2.51
MooreaGestion Patrimoniale Class RE	80.13M	2.25	2.37	2.48

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
AllianzIncome Growth P H2EUR	48.63B	1.51	-0.87	4.99
AllianzIncome Growth A H2EUR	48.63B	1.33	-1.37	4.39
AllianzIncome Growth IT H2EUR	48.63B	1.58	-0.73	5.09
AllianzIncome Growth CT H2EUR	48.63B	1.08	-2.18	3.54
AllianzIncome Growth RT H2EUR	48.63B	1.49	-0.90	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Amundi Stoxx Europe 600 UCITS C	LU0908500753	11.23	242.47	+0.39%
Amundi Euro Government Bond 10-15Y UCITS Acc	LU1650489385	11.00	192.99	-0.03%
iShares S&P 500 Swap UCITS USD (Acc)	IE00BMTX1Y45	10.91	8.66	+0.27%
Loomis Sayles US Growth Eq S/A USD	LU1429558577	7.57	-	-
29 Haussmann Euro Crédit I	FR001400BQ86	5.88	-	-

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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Recent Quotes

Name	Price	Chg.	Chg. %
Moorea Fund Glo.	337.084	+0.280	+0.08%
KEI	4.17	0.00	0.00%
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PSON	957.60	-0.40	-0.04%
UBSHana Global In.	1,021.560	+3.620	+0.36%
Zerodha Nifty 1D .	102.27	+0.08	+0.08%
BNP Paribas Easy .	16.332	+0.052	+0.32%
CRSR	2,614.00	+64.00	+2.51%