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Auretas Strategy Balanced (lux) B Iii (0P0000JAV8)

Luxembourg

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172.910 -2.040 -1.17%

11/03 - Closed. Currency in EUR

Type: Fund

Market: Luxembourg

Issuer: Universal-Investment Luxembourg SA

ISIN: LU0274636066

Asset Class: Equity

Morningstar Rating:
Total Assets: 136.98M

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Auretas Strategy Balanced (lux) B Iii Overview

Find basic information about the Auretas Strategy Balanced (lux) B Iii 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 0P0000JAV8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU0274636066)

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Technical Chart

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Rating

1-Year Change6.92%

Prev. Close174.95

Risk Rating

TTM Yield0%

ROE25.64%

IssuerUniversal - Investment Luxembourg SA

Turnover134.33%

ROA11.01%

Inception DateDec 29, 2006

Total Assets136.98M

Expenses2%

Min. Investment2,500,000

Market Cap107.82B

CategoryEUR Moderate Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1018	1012	1127	1156	1258	1341
Fund Return	1.76%	1.16%	12.73%	4.94%	4.7%	2.98%
Place in category	1584	1262	154	454	724	476
% in Category	54	47	7	20	35	39

Top Equity Funds by Universal-Investment Luxembourg SA

Name	Total Assets	YTD%	3Y%	10Y%
LU1637619120	706.72M	5.30	-5.90	-
LU1637618742	248.01M	0.52	-10.91	-
LU1637618155	253.32M	8.25	-0.67	-
AlphaBalanced B I	136.98M	1.73	4.77	2.79
AlphaBalanced B II	136.98M	1.75	4.85	2.86

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
AllianzIncome Growth IT H2EUR	50.57B	2.41	3.11	5.79
AllianzIncome Growth CT H2EUR	50.57B	2.31	1.60	4.24
AllianzIncome Growth RT H2EUR	50.57B	2.43	2.93	-
AllianzIncome Growth AT H2EUR	50.57B	2.38	2.37	5.03
AllianzIncome Growth RM H2EUR	50.57B	2.37	2.89	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Inc	IE00BHZPJ890	18.10	9.86	+0.72%
iShares € Govt Bond Climate UCITS EUR (Dist)	IE00BLDGH447	10.00	4.06	0.00%
Amundi MSCI Europe UCITS EUR	LU1681042609	5.71	354.68	+0.77%
DPAM B Eqs NewGems Sust E Dis	BE0948503371	4.41	-	-
iShares EUR Corp Bond SRI UCITS	IE00BYZTVT56	4.20	4.73	0.00%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	AlphaBalanced B I.	172.910	-2.040	-1.17%