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Imga Investimento Ppr/oicvm R - Fundo De Investimento Aberto De Poupança Reforma (0P0001MDT2)

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4.906 -0.010    -0.18%
19/04 - Delayed Data. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Portugal
Issuer:  IM Gestão Activos SGOIC SA
ISIN:  PTIG1BHM0005 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 46.58M
IMGA Investimento PPR/OICVM R - Fundo de Investime 4.906 -0.010 -0.18%

Imga Investimento Ppr/oicvm R - Fundo De Investimento Aberto De Poupança Reforma Overview

 
Find basic information about the Imga Investimento Ppr/oicvm R - 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 0P0001MDT2 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: PTIG1BHM0005)
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Rating
1-Year Change6.5%
Prev. Close4.915
Risk Rating
TTM Yield0%
ROE25.41%
IssuerIM Gestão Activos SGOIC SA
Turnover151%
ROA9.53%
Inception DateMay 04, 2021
Total Assets46.58M
Expenses2.20%
Min. Investment200
Market Cap63.83B
CategoryEUR Moderate Allocation - Global
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1039 1039 1087 1013 1112 1157
Fund Return 3.86% 3.86% 8.68% 0.43% 2.15% 1.46%
Place in category 1669 1669 1943 1710 1508 922
% in Category 54 54 66 71 72 88

Top Equity Funds by IM Gestão Ativos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTIGAXHM0004 774.92M 2.15 -0.98 0.96
  PTIG1AHM0006 445M 1.97 -1.37 0.90
  PTYAIVLM0008 445M 1.97 -1.42 0.88
  PTIG1DHM0003 217.48M -0.29 11.55 1.75
  PTIGAZHM0002 201.08M 4.13 0.74 1.87

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYSAJHE0016 450.98M 3.53 -0.31 -
  PTYCXRLP0000 342.94M 4.20 -0.08 2.22
  PTCXGGHM0012 315.3M 2.56 -0.68 -
  PTYSBZHM0007 301.44M 3.33 -0.24 -
  PTYAFJLM0007 201.08M 3.94 0.59 1.82

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard S&P 500 UCITS USD Inc IE00B3XXRP09 5.19 77.03 +0.64%
  Amundi S&P 500 UCITS ETF - D-EUR LU0496786574 5.19 48.53 +1.12%
  Morgan Stanley Investment Funds Euro Corporate Bon LU0360483100 3.81 44.830 +0.18%
M&G European Credit Investment F EUR Acc LU2101367030 3.81 - -
  NN L Euro Credit - I Cap EUR LU0555026250 3.81 2,095.760 +0.24%

Technical Summary

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