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Uniplan Renta Variable Mixta 70 Pp (LP77001942)

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10.244 -0.010    -0.07%
26/12 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Issuer:  Caja España Vida Se. y Re.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 163.06M
Futurespaña 30 PP 10.244 -0.010 -0.07%

Uniplan Renta Variable Mixta 70 Pp Overview

 
Find basic information about the Uniplan Renta Variable Mixta 70 Pp 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 LP77001942 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change10.15%
Prev. Close10.25
Risk Rating
TTM Yield0%
ROE26.51%
IssuerCaja España Vida Se. y Re.
TurnoverN/A
ROA13.77%
Inception DateDec 31, 1996
Total Assets163.06M
ExpensesN/A
Min. Investment50
Market Cap110.49B
CategoryEuro Aggressive Balanced PP
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1099 1025 1133 1128 1198 1379
Fund Return 9.95% 2.47% 13.32% 4.09% 3.69% 3.26%
Place in category 24 14 13 26 36 17
% in Category 52 29 27 57 82 50

Top Equity Funds by Unicorp Vida Se. y Re.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Futurespana 40 PP 95.52M 7.50 2.70 2.26
  Futurespana Eurobolsa PP 20.17M 5.94 3.61 5.10
  Futurespana Renta Variable PP 16.96M 10.82 9.04 3.68
  Futurespana Ahorro Prevision PP 12.86M 8.58 3.84 3.39
  Agroespana PP 3.62M 7.50 2.71 2.26

Top Funds for Euro Aggressive Balanced PP Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BBVA Plan Multiactivo Decidido PP 505.52M 14.13 5.31 4.27
  CABK Oportunidad PP 350.2M 14.67 5.62 5.34
  Bestinver Ahorro PP 239.04M 11.65 5.21 4.85
  BK Mixto 75 Bolsa PP 220.35M 3.77 3.06 4.69
  Mapfre Crecimiento PP 214.98M 5.66 3.07 3.23

Top Holdings

Name ISIN Weight % Last Change %
Fu Esz4 12.24 (37477) - 20.87 - -
  Amundi Stoxx Europe 600 UCITS C LU0908500753 12.51 236.99 +0.76%
Euro Bund Future Dec 24 DE000F0Q7BU6 3.81 - -
  Italy 0 14-Jan-2025 IT0005580003 3.12 99.886 +0.03%
GQG Partners Emerging Mkts Eq I EUR Acc IE00BDGV0L82 2.96 - -

Technical Summary

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