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Gothaer Comfort Balance T (0P0000G68A)

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179.510 0.000    0%
20/12 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
Issuer:  INKA Internationale KAG mbH
ISIN:  DE000DWS0RX3 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 226.02M
Gothaer Comfort Balance T 179.510 0.000 0%

Gothaer Comfort Balance T Overview

 
Find basic information about the Gothaer Comfort Balance T 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 0P0000G68A MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: DE000DWS0RX3)
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Rating
1-Year Change12.99%
Prev. Close179.51
Risk Rating
TTM YieldN/A
ROE29.56%
IssuerINKA Internationale KAG mbH
TurnoverN/A
ROA13.15%
Inception DateMay 19, 2008
Total Assets226.02M
Expenses1.53%
Min. InvestmentN/A
Market Cap161.18B
CategoryEUR Moderate Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1139 1060 1182 1046 1254 1396
Fund Return 13.88% 6.02% 18.2% 1.5% 4.63% 3.39%
Place in category 286 93 252 1268 437 510
% in Category 11 4 9 51 21 42

Top Equity Funds by Gothaer Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  APO Piano INKA 443.38M 8.52 0.85 1.69
  WHC Global Discovery 342.44M -5.75 -5.25 4.01
  Gothaer Comfort Dynamik T 273.13M 18.99 4.32 5.50
  Gothaer Comfort Ertrag A 210.59M 7.96 -1.24 1.36
  Gothaer Comfort Ertrag T 210.59M 7.98 -1.24 1.38

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PrivatFonds: Kontrolliert pro 2.49B 14.82 3.31 3.95
  BBBank Kontinuitat Union 1.37B 12.84 1.30 3.56
  Substanz Fonds 1.26B 9.27 1.32 4.63
  UniStrategie:Ausgewogen 1.13B 13.71 2.74 4.06
  Allianz Strategiefonds Balance IT2 16.36M 16.39 5.41 5.66

Top Holdings

Name ISIN Weight % Last Change %
  iShares MSCI World ESG Screened UCITS ETF USD (Acc IE00BFNM3J75 13.56 10.21 -0.29%
  iShares MSCI World ESG Enhanced UCITS ETF USD Acc IE00BHZPJ569 13.09 8.94 -0.33%
Euro Bund Future Sept 24 - 8.63 - -
  iShares Core MSCI World UCITS IE00B4L5Y983 7.75 108.18 -0.45%
  Threadneedle (Lux) - Global Focus Class IE LU1491344765 5.67 28.600 +0.33%

Technical Summary

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