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Ubs (d) Vermögensstrategie Iv (LP65097393)

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UBS D Vermogensstrategie IV historical data, for real-time data please try another search
87.560 0.000    0%
30/11 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Germany
Issuer:  UBS Asset Management (Deutschland) GmbH
ISIN:  DE000A0M5183 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 33.11M
UBS D Vermogensstrategie IV 87.560 0.000 0%

Ubs (d) Vermögensstrategie Iv Overview

 
Find basic information about the Ubs (d) Vermögensstrategie Iv 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 LP65097393 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: DE000A0M5183)
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Rating
1-Year Change0%
Prev. Close87.56
Risk Rating
TTM YieldN/A
ROE12.87%
IssuerUBS Asset Management (Deutschland) GmbH
TurnoverN/A
ROA4.74%
Inception DateOct 30, 2007
Total Assets33.11M
Expenses0.78%
Min. Investment1
Market Cap41.28B
CategoryEUR Cautious Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1307 999 1330 1503 1620 2052
Fund Return 30.67% -0.08% 32.97% 14.55% 10.12% 7.45%
Place in category 1 713 1 1 1 1
% in Category 1 29 1 1 1 1

Top Equity Funds by UBS Asset Management (Deutschland) GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS D Equity Global Opportunity 171.32M -18.17 5.34 9.64
  UBS D Equity Smaller German Compani 94.7M -35.23 -3.00 6.63
  UBS (D) Euro Aktiv - Balance 106.53M 3.63 1.56 3.35
  UBS D AktienfondsSpecial I Deutschl 95.6M -23.18 -2.91 4.67
  UBS (D) Konzeptfonds Europe Plus 88.19M -10.05 1.44 5.07

Top Funds for EUR Cautious Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PrivatFonds: Kontrolliert 15.43B 5.71 0.50 1.68
  UniStrategie:Konservativ 1.73B 0.68 -1.51 1.55
  BHF Total Return FT 1.49B 0.69 1.54 2.35
  Siemens Balanced 979.5M 3.87 2.21 4.50
  Deka BR 35 926.86M 0.49 0.51 2.50

Top Holdings

Name ISIN Weight % Last Change %
Herald Fund - Herald Usa Segregated Portfolio One Registered Shares Eur-Cla - 0.00 - -
Herald (Lux) US Absolute Return EUR LU0350637061 0.00 - -

Technical Summary

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