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Dpam B - Balanced Strategy A (LP68135189)

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173.690 +2.240    +1.31%
06/11 - Closed. Currency in EUR
Type:  Fund
Market:  Belgium
Issuer:  Degroof Petercam Asset Management S.A.
ISIN:  BE6227493937 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.17B
DPAM HORIZON B Balanced Strategy A 173.690 +2.240 +1.31%

LP68135189 Overview

 
Find basic information about the Dpam B - Balanced Strategy A 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 LP68135189 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.35%
Prev. Close171.45
Risk Rating
TTM Yield1.10%
ROE24.31%
IssuerDegroof Petercam Asset Management S.A.
Turnover77.50%
ROA11.61%
Inception DateNov 02, 2011
Total Assets1.17B
Expenses1.36%
Min. Investment1
Market Cap74.39B
CategoryEUR Moderate Allocation - Global
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1087 1021 1180 1016 1231 1609
Fund Return 8.73% 2.13% 18.01% 0.54% 4.25% 4.87%
Place in category 889 768 689 1362 511 133
% in Category 31 27 22 57 26 12

Top Equity Funds by Degroof Petercam Asset Management SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  BE0058652646 2.5B 17.15 2.53 10.27
  BE0940002729 1.77B 8.45 1.49 8.37
  BE0946563377 1.79B 17.87 3.25 12.70
  BE6246061376 1.79B 18.71 3.21 13.26
  BE0948502365 1.79B 18.71 3.21 13.37

Top Funds for EUR Moderate Allocation - Global Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BE6294263304 11.32B 7.70 -0.31 3.25
  BE6294267347 11.32B 7.80 -0.20 -
  Star Fund capitalisation 4.56B 4.08 0.40 4.00
  BE6258738077 4.17B 5.37 2.00 3.64
  ING B Collect Portfolio Personal PC 3.34B 9.94 1.46 5.03

Top Holdings

Name ISIN Weight % Last Change %
DPAM B Equities Europe Sust P Cap BE6254417510 11.59 - -
DPAM B Equities World Sust P Cap BE6254414483 10.18 - -
DPAM B Bonds Eur P Cap BE6254408428 8.89 - -
DPAM L Bonds EUR Quality Sustainable P LU0336683171 5.54 - -
DPAM B Eqs NewGems Sust P Cap BE6254420548 4.50 - -

Technical Summary

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