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Lundy (0P0000JQLC)

Paris

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204.570 -6.170 -2.93%

07/03 - Delayed Data. Currency in EUR

Type: Fund

Market: France

Issuer: UBS La Maison de Gestion

ISIN: FR0010354548

Asset Class: Equity

Morningstar Rating:
Total Assets: 15.57M

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Lundy Overview

Find basic information about the Lundy 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 0P0000JQLC MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: FR0010354548)

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Technical Chart

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Rating

1-Year Change4.9%

Prev. Close210.74

Risk Rating

TTM Yield0%

ROE11.08%

IssuerUBS La Maison de Gestion

TurnoverN/A

ROA4%

Inception DateSep 12, 2006

Total Assets15.57M

Expenses1.41%

Min. Investment1

Market Cap14.92B

CategoryEUR Flexible Allocation - Global

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1037	1066	1125	1157	1411	1864
Fund Return	3.7%	6.61%	12.46%	4.99%	7.13%	6.43%
Place in category	444	389	910	607	212	66
% in Category	14	13	30	24	11	7

Top Equity Funds by UBS La Maison de Gestion

Name	Total Assets	YTD%	3Y%	10Y%
UBS F Flex Patrimoine EUR R EUR	113.84M	1.88	-0.92	0.51
UBS F Flex Patrimoine EUR i EUR	113.84M	1.96	-0.43	1.02
UBS F Opportunites Monde 50 EUR R	103.12M	1.25	3.17	2.57
Selection Internationale Privee C	81.57M	8.48	4.03	3.07
SJP Invest	76.63M	2.97	4.53	5.46

Top Funds for EUR Flexible Allocation - Global Category

Name	Total Assets	YTD%	3Y%	10Y%
R Valor D EUR	6.23B	3.39	8.03	8.30
R Valor F EUR	6.23B	3.36	7.65	7.83
R Valor P EUR	6.23B	3.43	8.57	8.77
R Valor C EUR	6.23B	3.39	8.03	8.29
CPR Croissance Reactive P	1.02B	0.99	1.60	1.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
SKAGEN Kon-Tiki A	NO0010140502	8.97	776.30	0.00%
Vanguard US Opportunities Inst USD	IE00B03HCY54	7.81	1,508.537	+0.72%
Amundi 3 M I	FR0007038138	6.36	-	-
Man GLG Japan CoreAlpha Equity Class D H EUR	IE00B5648R31	5.55	344.200	-1.01%
LMdG Smid Cap (EUR) I	FR0011316744	3.92	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Lundy	204.570	-6.170	-2.93%