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Jyske Invest Balanced Strategy Usd Cl (0P00016X55)

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144.610 +0.750    +0.52%
25/11 - Closed. Currency in USD
Type:  Fund
Market:  Denmark
Issuer:  Jyske Invest International
ISIN:  DK0060656197 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.94M
Jyske Invest Balanced Strategy USD CL 144.610 +0.750 +0.52%

Jyske Invest Balanced Strategy Usd Cl Overview

 
Find basic information about the Jyske Invest Balanced Strategy Usd Cl 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 0P00016X55 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: DK0060656197)
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Rating
1-Year Change15.48%
Prev. Close143.86
Risk Rating
TTM Yield0%
ROE28.83%
IssuerJyske Invest International
Turnover58%
ROA11.82%
Inception DateNov 16, 2015
Total Assets6.94M
Expenses1.42%
Min. Investment10
Market Cap156.23B
CategoryUSD Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1017 1009 1092 1026 1163 -
Fund Return 1.75% 0.94% 9.16% 0.87% 3.07% -
Place in category 581 844 422 295 482 -
% in Category 44 63 32 28 56 -

Top Equity Funds by Jyske Invest International

  Name Rating Total Assets YTD% 3Y% 10Y%
  Jyske Invest Stable Strategy USD 5.44M 0.17 -0.83 -
  Equities Low Volatility CL 13.28M 13.93 5.85 6.81
  Jyske Invest Global Equities Acc CL 12.56M 5.58 4.03 5.69

Top Holdings

Name ISIN Weight % Last Change %
United States Treasury Notes 3.5% - 6.90 - -
United States Treasury Notes 3.125% - 6.78 - -
Federal Home Loan Banks - 5.55 - -
  Jyske Invest Emerging Market Bonds EUR CL DK0016261910 5.47 279.290 -0.01%
  Jyske Invest High Yield Corporate Bonds Acc CL DK0016262728 5.34 241.110 +0.09%

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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