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Imga Global Equities Selection R - Fundo De Investimento Aberto De Ações (0P0001MDTA)

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6.928 -0.050    -0.66%
30/10 - Closed. Currency in EUR
Type:  Fund
Market:  Portugal
Issuer:  IM Gestão Activos SGOIC SA
ISIN:  PTIG1EHM0002 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 30.59M
IMGA Global Equities Selection R - Fundo de Invest 6.928 -0.050 -0.66%

Imga Global Equities Selection R - Fundo De Investimento Aberto De Ações Overview

 
Find basic information about the Imga Global Equities Selection R - Fundo De Investimento Aberto De Ações 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 0P0001MDTA MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: PTIG1EHM0002)
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Rating
1-Year Change22.97%
Prev. Close6.974
Risk Rating
TTM Yield0%
ROE32.73%
IssuerIM Gestão Activos SGOIC SA
Turnover181%
ROA14.34%
Inception DateMay 03, 2021
Total Assets30.59M
Expenses1.27%
Min. Investment1,000
Market Cap212.56B
CategoryGlobal Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1130 978 1188 1265 1660 2339
Fund Return 13% -2.2% 18.84% 8.14% 10.67% 8.87%
Place in category 4462 6699 4594 2140 1556 1131
% in Category 67 97 73 42 40 51

Top Equity Funds by IM Gestão Ativos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTIGAXHM0004 762.17M 5.50 -0.71 1.09
  PTYAIVLM0008 437.87M 5.15 -1.21 0.92
  PTIG1AHM0006 437.87M 5.16 -1.22 0.94
  PTIG1DHM0003 247.49M 7.38 9.83 3.89
  PTIGAZHM0002 200.97M 7.88 0.60 2.03

Top Funds for Global Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTCXGUHM0006 2.36B 2.22 3.87 9.57
  PTYEVBLM0001 173.87M 13.72 7.14 7.87
  PTYAIXLE0006 30.59M 12.98 8.14 8.86
  PTYPIEHM0024 8.54M 8.17 8.68 -

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 5.83 135.40 +1.99%
  Microsoft US5949181045 5.34 410.37 +0.99%
  Apple US0378331005 5.05 222.91 -1.33%
  Amazon.com US0231351067 3.42 197.93 +6.19%
  Eli Lilly US5324571083 3.10 818.93 -1.30%

Technical Summary

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