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Belfius Portfolio - Global Allocation 50 P (0P0001EW2K)

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640.270 +0.300    +0.05%
17/06 - Closed. Currency in EUR
Type:  Fund
Market:  Belgium
ISIN:  BE6286716491 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.06B
Belfius Portfolio Global Allocation 50 P 640.270 +0.300 +0.05%

0P0001EW2K Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Belfius Portfolio Global Allocation 50 P (0P0001EW2K) fund. Our Belfius Portfolio Global Allocation 50 P 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 7.960 8.200 0.240
Shares 50.390 50.510 0.120
Bonds 40.690 40.980 0.290
Convertible 0.620 0.620 0.000
Preferred 0.060 0.060 0.000
Other 0.290 0.310 0.020

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.272 16.740
Price to Book 2.874 2.519
Price to Sales 2.108 1.855
Price to Cash Flow 12.278 10.375
Dividend Yield 2.116 2.451
5 Years Earnings Growth 9.992 9.948

Sector Allocation

Name  Net % Category Average
Technology 24.930 20.199
Financial Services 15.770 16.957
Consumer Cyclical 12.430 10.676
Healthcare 11.620 11.888
Industrials 10.350 12.465
Communication Services 9.560 6.970
Consumer Defensive 5.720 7.389
Basic Materials 3.080 5.023
Energy 2.310 3.657
Real Estate 2.200 3.597
Utilities 2.040 3.441

Region Allocation

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

Top Holdings

Number of long holdings: 57

Number of short holdings: 7

Name ISIN Weight % Last Change %
  Cleome Index USA Equities Z USD Acc LU0644256330 19.63 4,807.280 -0.01%
  Cleome Index Europe Equities Z EUR Acc LU0479710047 10.12 2,790.090 -0.77%
  Candriam Bonds Euro Corporate Class Z EUR Cap LU0252947006 7.57 8,912.870 -0.07%
  Candriam Bonds Euro Government Investment Grade Cl LU0252961767 7.04 927.410 -0.10%
Candriam Sst Eq Em Mkts Z € Acc LU1434525066 4.98 - -
Candriam Sustainable Eq US Z USD Acc LU2227859522 4.34 - -
  Candriam Bonds Euro Class Z EUR Cap LU0252943781 4.32 1,296.630 -0.17%
  Candriam SRI Bond Euro Corporate Z CAP EUR LU1313771005 4.10 1,106.300 -0.08%
Candriam Sst Bd Euro Z € Acc LU1313770379 2.74 - -
  Candriam Bonds Euro Government Class Z EUR Cap LU0252949713 2.17 2,543.920 -0.21%

Top Equity Funds by Belfius Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Belfius Pension Fund High Equities 2.27B 0.68 4.65 3.60
  Belfius Pension Fund Balanced Plus 1.27B 3.41 4.76 2.65
  Belfius Innovative Technology C 1.6B -10.41 9.51 -
  BE6314674712 548.41M -4.00 -1.97 -
  Belfius Equities Leading Brands L C 500.03M -7.15 4.97 6.06
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