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Kerne Invest Balance C (0P000161W4)

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142.130 -0.790    -0.55%
00:00:00 - Closed. Currency in DKK
Type:  Fund
Market:  Denmark
Issuer:  PFA Invest
ISIN:  DK0060622884 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.38B
PFA Invest Balance C 142.130 -0.790 -0.55%

Kerne Invest Balance C Overview

 
Find basic information about the Kerne Invest Balance C 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 0P000161W4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: DK0060622884)
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Rating
1-Year Change20.6%
Prev. Close142.92
Risk Rating
TTM Yield0%
ROE31.87%
IssuerPFA Invest
Turnover4%
ROA13.98%
Inception DateMay 07, 2015
Total Assets2.38B
Expenses0.91%
Min. Investment100
Market Cap806.34B
CategoryEUR Aggressive Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1129 1008 1217 1138 1430 -
Fund Return 12.86% 0.84% 21.73% 4.42% 7.42% -
Place in category 325 944 575 197 186 -
% in Category 20 55 33 16 16 -

Top Equity Funds by Investeringsforeningen Kerne Invest

  Name Rating Total Assets YTD% 3Y% 10Y%
  PFA Invest Balance B 6.16B 15.18 4.44 6.42
  PFA Invest Globale Aktier 3.88B 26.69 9.49 10.61
  PFA Invest Danske Aktier 2.15B 8.26 6.47 13.24
  PFA Invest Balance A 1.87B 6.04 0.41 3.23

Top Funds for EUR Aggressive Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sparinvest SICAV Procedo DKK R 2.33B 13.15 4.05 4.82
  Jyske Portefolje Vakst Akk KL 10.8B 19.28 6.71 6.89
  BankInvest Optima 75 Akk. KL 1.23B 19.58 5.43 5.82
  Nykredit Invest Balance Offensiv 746.68M 13.97 3.95 6.92
  Nordea Invest Basis 4 3.82B 14.57 4.14 7.20

Top Holdings

Name ISIN Weight % Last Change %
  PFA Invest Globale Aktier DK0060446706 19.22 215.260 -0.55%
BankInvest Engros Globale Aktier Akk. DK0060803328 19.21 - -
BankInvest Engros Globale Aktier KL DK0060803245 16.10 - -
BankInvest Glb Akt Ansvarlig Udvikling W DK0061271509 9.20 - -
  PFA Invest Danske Aktier DK0060446623 8.98 155.180 -1.30%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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