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Belfius Plan Medium (0P00000ONN)

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431.610 +0.670    +0.16%
19/11 - Closed. Currency in EUR
Type:  Fund
Market:  Belgium
Issuer:  Belfius Investment Partners
ISIN:  BE0168172717 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 452.49M
Belfius Plan Medium 431.610 +0.670 +0.16%

Belfius Plan Medium Overview

 
Find basic information about the Belfius Plan Medium 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 0P00000ONN MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: BE0168172717)
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Rating
1-Year Change10.16%
Prev. Close430.94
Risk Rating
TTM Yield0%
ROE25.12%
IssuerBelfius Investment Partners
Turnover113.01%
ROA10.55%
Inception DateJun 12, 1998
Total Assets452.49M
Expenses1%
Min. Investment1
Market Cap88.39B
CategoryEUR Moderate Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 1018 1121 965 1051 1113
Fund Return 6.48% 1.84% 12.1% -1.18% 1% 1.07%
Place in category 1951 1098 2483 2192 1892 1025
% in Category 66 38 82 88 89 93

Top Equity Funds by Belfius Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Belfius Pension Fund High Equities 2.16B 6.92 1.03 4.80
  BE6286716491 1.85B 8.14 0.27 -
  Belfius Innovative Technology C 1.51B 15.78 5.23 -
  Belfius Pension Fund Balanced Plus 1.18B 5.50 0.26 3.37
  BE6314674712 701.26M 8.86 -5.25 -

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BE6294263304 11.34B 7.70 -0.31 3.25
  BE6294267347 11.34B 7.80 -0.20 -
  Star Fund capitalisation 4.55B 4.08 0.40 4.00
  BE6258738077 4.19B 5.37 2.00 3.64
  ING B Collect Portfolio Personal PC 3.38B 8.46 1.00 4.89

Top Holdings

Name ISIN Weight % Last Change %
  Cleome Index Europe Equities Z EUR Acc LU0479710047 12.59 2,601.560 +0.42%
  Cleome Index USA Equities Z USD Acc LU0644256330 11.90 4,804.250 +0.62%
  Candriam Bonds Euro Government Investment Grade Cl LU0252961767 6.59 906.630 +0.07%
  Candriam Bonds Euro Corporate Class Z EUR Cap LU0252947006 5.86 8,710.530 +0.07%
  Candriam SRI Bond Euro Corporate Z CAP EUR LU1313771005 5.09 1,080.920 +0.07%

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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