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Bcv Portfolio Pension Fund - Bcv Pension 40 Ap (0P0000STEG)

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161.760 +0.250    +0.15%
25/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0118631784 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 600.46M
BCV PENSION 40 AP 161.760 +0.250 +0.15%

0P0000STEG Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BCV PENSION 40 AP (0P0000STEG) fund. Our BCV PENSION 40 AP portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.760 3.750 0.990
Shares 42.410 42.410 0.000
Bonds 40.980 40.990 0.010
Convertible 0.180 0.180 0.000
Other 13.680 13.680 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.324 17.591
Price to Book 2.792 2.914
Price to Sales 2.201 2.046
Price to Cash Flow 13.765 12.136
Dividend Yield 2.636 2.448
5 Years Earnings Growth 15.269 11.319

Sector Allocation

Name  Net % Category Average
Healthcare 22.720 19.866
Financial Services 16.270 17.064
Technology 13.520 17.219
Consumer Defensive 10.670 10.998
Industrials 10.350 10.835
Real Estate 8.630 3.123
Consumer Cyclical 6.680 8.585
Basic Materials 4.110 5.316
Communication Services 3.580 5.000
Energy 2.150 2.580
Utilities 1.330 1.635

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 27

Number of short holdings: 1

Name ISIN Weight % Last Change %
BCV Swiss Franc Bonds Z CH0213422709 26.55 - -
BCV Swiss Equity Z CH0213423053 15.27 - -
  Zurich Invest Institutional Funds - ZIF Immobilien CH0180614726 13.49 1,625.796 -0.34%
BCV Enhanced US Equity ESG C CH0021722076 6.96 - -
BCV Swiss Responsible Bond Indexed Z CH1347744547 6.15 - -
BCV International Bonds (CHF) C CH0021722274 5.85 - -
SWC (CH) IEF USA NT CHF CH0383277842 5.15 - -
ETHOS II - Ethos Swiss Sustainable Eq Z CH0576443482 2.58 - -
BCV Enhanced Europe Equity ESG C CH0021722035 2.56 - -
  BCV Global Emerging Equity C CH0142917118 2.24 131.270 -0.41%

Top Equity Funds by Banque Cantonale Vaudoise

  Name Rating Total Assets YTD% 3Y% 10Y%
  BCV PENSION 25 AP 861.11M 6.15 -0.69 1.88
  Synchrony All Caps CH I 575.29M 11.36 -0.54 7.99
  Synchrony All Caps CH A 575.29M 10.92 -1.08 7.40
  Synchrony Small Mid Caps CH I 225.06M 0.18 -7.53 8.01
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