• Fund Type: Open-End Fund
  • Objective: Conservative Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Jordan

BLOM PETRA Balanced Fund

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BLPETBA:LB

2,846.85 JOD 9.47 0.33%

As of 01:49:30 ET on 09/18/2014.

Snapshot for BLOM PETRA Balanced Fund (BLPETBA)

Year To Date: +3.96% 3-Month: +1.36% 3-Year: +1.50% 52-Week Range: 2,601.45 - 2,894.57
1-Month: +1.34% 1-Year: +8.44% 5-Year: -1.43% Beta vs BLOM: 0.48

Mutual Fund Chart for BLPETBA

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  • BLPETBA:LB 2,846.85
  • 1M
  • 1Y
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Fund Profile & Information for BLPETBA

BLOM PETRA Balanced Fund is an open-end fund incorporated in Lebanon. The objective of the Fund is to provide average annual returns that are distinctly higher than bank deposit rates with low risk over the medium term and generate superior risk-adjusted returns while insuring long-term capital preservation by balancing investments in Jordanian equity and fixed-income securities.

Inception Date: 08-18-2008 Telephone: +961-1-750-697
Managers: BECHARA BARDAWIL
Web Site: www.blom.com.lb

Fundamentals for BLPETBA

NAV (on 2014-09-18) 2,846.85
Assets (M) (on 2014-09-18) 6.57
Fund Leveraged N
Minimum Investment -
Minimum Subsequent Investment -

Dividends for BLPETBA

No dividends reported

Fees & Expenses for BLPETBA

Front Load -
Back Load -
Current Mgmt Fee 1.50
Redemption Fee -
12b1 Fee -
Expense Ratio -

Top Fund Holdings for BLPETBA

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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