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Belfius Portfolio - Global Allocation 50 P (0P0001EW2K)

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1,279.750 -9.140    -0.71%
29/10 - Closed. Currency in EUR
Type:  Fund
Market:  Belgium
Issuer:  Belfius Investment Partners
ISIN:  BE6286716491 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.84B
Belfius Portfolio Global Allocation 50 P 1,279.750 -9.140 -0.71%

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 8.030 8.290 0.260
Shares 47.880 47.940 0.060
Bonds 39.870 39.930 0.060
Convertible 2.730 2.730 0.000
Preferred 0.010 0.010 0.000
Other 1.500 1.510 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.935 16.861
Price to Book 2.340 2.505
Price to Sales 1.585 1.817
Price to Cash Flow 10.549 10.561
Dividend Yield 2.425 2.464
5 Years Earnings Growth 10.892 11.323

Sector Allocation

Name  Net % Category Average
Technology 20.380 20.339
Healthcare 16.420 13.095
Financial Services 15.110 15.381
Industrials 11.780 11.892
Consumer Cyclical 10.730 10.688
Consumer Defensive 8.270 7.606
Communication Services 6.000 6.723
Basic Materials 3.790 5.169
Utilities 2.910 3.517
Energy 2.430 4.121
Real Estate 2.180 3.887

Region Allocation

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

Top Holdings

Number of long holdings: 59

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Cleome Index USA Equities Z USD Acc LU0644256330 12.57 4,590.190 -1.85%
  Cleome Index Europe Equities Z EUR Acc LU0479710047 12.34 2,618.370 -1.18%
Candriam Sst Eq Em Mkts Z € Acc LU1434525066 7.33 - -
  Candriam Bonds Euro Corporate Class Z EUR Cap LU0252947006 6.84 8,644.760 -0.09%
  Candriam Bonds Euro Government Investment Grade Cl LU0252961767 6.58 900.810 -0.19%
  Candriam SRI Bond Euro Corporate Z CAP EUR LU1313771005 6.09 1,072.350 -0.08%
  Candriam Bonds Euro Class Z EUR Cap LU0252943781 4.87 1,271.830 +0.11%
Candriam Sustainable Eq US Z USD Acc LU2227859522 3.48 - -
Candriam Sst Bd Euro Z € Acc LU1313770379 2.28 - -
Candriam Sst Eq Euro Z Acc € LU1313772318 2.04 - -

Top Equity Funds by Belfius Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Belfius Pension Fund High Equities 2.18B 3.82 2.67 4.68
  Belfius Innovative Technology C 1.51B 10.63 8.84 -
  Belfius Pension Fund Balanced Plus 1.18B 7.06 1.56 3.41
  BE6314674712 716.61M 8.55 1.08 -
  BE0168172717 458.43M 2.00 -1.35 1.06
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