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Brw Balanced Return Plus V (0P00013LU3)

Xetra

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157.300 +0.830 +0.53%

14/04 - Closed. Currency in EUR

Type: Fund

Market: Germany

Issuer: Universal-Investment GmbH

ISIN: DE000A1110J4

Asset Class: Equity

Morningstar Rating:
Total Assets: 570.21M

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Brw Balanced Return Plus V Overview

Find basic information about the Brw Balanced Return Plus V 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 0P00013LU3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: DE000A1110J4)

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Technical Chart

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Rating

1-Year Change - 3.7%

Prev. Close156.47

Risk Rating

TTM Yield3%

ROE38.91%

IssuerUniversal - Investment GmbH

TurnoverN/A

ROA16.51%

Inception DateJul 01, 2014

Total Assets570.21M

Expenses1.29%

Min. InvestmentN/A

Market Cap242.23B

CategoryEUR Moderate Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1106	1028	1106	1134	1466	2033
Fund Return	10.61%	2.77%	10.61%	4.29%	7.94%	7.35%
Place in category	845	441	845	84	24	10
% in Category	28	16	28	4	1	1

Top Equity Funds by BRW Finanz AG

Name	Total Assets	YTD%	3Y%	10Y%
Acatis Gane Value Event Fonds UI C	6.09B	2.83	6.06	6.23
Acatis Gane Value Event Fonds UI B	6.09B	-0.74	4.86	6.21
Acatis Gane Value Event Fonds UI A	6.09B	-0.86	4.43	5.77
ACATIS Datini Valueflex Fonds A	649.45M	-9.62	-3.48	9.52
ACATIS Datini Valueflex Fonds B	649.45M	-9.83	-4.29	8.71

Top Funds for EUR Moderate Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
PrivatFonds: Kontrolliert pro	2.27B	-1.56	2.99	2.78
BBBank Kontinuitat Union	1.28B	12.80	1.45	3.59
Substanz Fonds	1.18B	-1.33	2.48	3.35
UniStrategie:Ausgewogen	1.03B	12.48	2.01	3.95
Allianz Strategiefonds Balance A EU	873.85M	15.61	3.71	4.74

Top Holdings

Name	ISIN	Weight %	Last	Change %
Germany (Federal Republic Of)	DE0001141810	10.93	-	-
Germany (Federal Republic Of)	DE0001102374	9.25	-	-
Germany 2.8 12-Jun-2025	DE000BU22015	5.06	100.052	+0.00%
Microsoft	US5949181045	4.99	385.60	-0.57%
PayPal	US70450Y1038	3.89	62.00	-0.43%

Technical Summary

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

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