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Imga European Equities R - Fundo De Investimento Aberto De Ações (0P0001MDT8)

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6.171 +0.040    +0.61%
26/04 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Portugal
Issuer:  IM Gestão Activos SGOIC SA
ISIN:  PTIG1KHM0004 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 58.38M
IMGA European Equities R - Fundo de Investimento A 6.171 +0.040 +0.61%

Imga European Equities R - Fundo De Investimento Aberto De Ações Overview

 
Find basic information about the Imga European Equities R - Fundo De Investimento Aberto De Ações 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 0P0001MDT8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: PTIG1KHM0004)
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Rating
1-Year Change10.2%
Prev. Close6.133
Risk Rating
TTM Yield0%
ROE25.12%
IssuerIM Gestão Activos SGOIC SA
Turnover72%
ROA8.46%
Inception DateMay 03, 2021
Total Assets58.38M
Expenses2.47%
Min. Investment1,000
Market Cap68.93B
CategoryEurope Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1082 1082 1132 1271 1332 1460
Fund Return 8.21% 8.21% 13.2% 8.31% 5.91% 3.86%
Place in category 630 630 1123 660 1152 760
% in Category 28 28 56 38 78 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
  PTYAIVLM0008 445M 1.97 -1.42 0.88
  PTIG1AHM0006 445M 1.97 -1.37 0.90
  PTIG1DHM0003 217.48M -0.29 11.55 1.75
  PTIGAZHM0002 201.08M 4.13 0.74 1.87

Top Funds for Europe Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYAFDLM0003 58.38M 8.19 8.29 3.85
  PTYCXHLP0002 26.27M 8.89 8.55 4.78
  PTYMGHLM0004 20.15M 8.42 7.53 4.76

Top Holdings

Name ISIN Weight % Last Change %
  Novo Nordisk B DK0062498333 4.88 884.8 -0.20%
  ASML Holding NL0010273215 4.10 847.70 -1.29%
  db x-trackers MSCI Europe Small Cap UCITS DR 1C LU0322253906 3.38 56.88 +1.01%
  Nestle CH0038863350 3.31 92.08 -0.67%
  Roche Holding Participation CH0012032048 3.10 221.20 +0.09%

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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