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Belfius Pension Fund Balanced Plus (0P0000XSUY)

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128.350 +0.720    +0.56%
17/07 - Closed. Currency in EUR
Type:  Fund
Market:  Belgium
Issuer:  Belfius Investment Partners
ISIN:  BE6242862397 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.3B
Belfius Pension Fund Balanced Plus 128.350 +0.720 +0.56%

0P0000XSUY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Belfius Pension Fund Balanced Plus (0P0000XSUY) fund. Our Belfius Pension Fund Balanced Plus 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 1.210 1.210 0.000
Shares 50.170 50.170 0.000
Bonds 48.070 48.070 0.000
Convertible 0.510 0.510 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.258 16.420
Price to Book 2.336 2.441
Price to Sales 1.742 1.833
Price to Cash Flow 11.865 9.849
Dividend Yield 2.979 2.486
5 Years Earnings Growth 9.104 10.351

Sector Allocation

Name  Net % Category Average
Financial Services 23.030 16.356
Technology 19.080 19.015
Industrials 15.640 12.669
Healthcare 11.030 11.672
Consumer Cyclical 10.990 11.853
Consumer Defensive 6.330 7.359
Communication Services 5.010 7.541
Basic Materials 3.830 7.086
Utilities 2.770 3.233
Real Estate 2.300 2.757

Region Allocation

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

Top Holdings

Number of long holdings: 298

Number of short holdings: 3

Name ISIN Weight % Last Change %
Candriam Sust Eq Quant Eurp Z EUR Acc LU2378105204 2.80 - -
  France 3.5 25-Nov-2033 FR001400L834 2.24 102.930 +0.75%
  Spain 3.15 30-Arp-2033 ES0000012L52 2.20 101.670 +0.56%
  France 0 25-Nov-2031 FR0014002WK3 1.72 84.070 +0.59%
Kreditanstalt Fuer Wiederaufbau 2.625% DE000A352ED1 1.71 - -
  ASML Holding NL0010273215 1.63 624.10 -1.48%
Kreditanstalt Fuer Wiederaufbau 1.375% XS2475954900 1.63 - -
  Louis Vuitton FR0000121014 1.63 468.80 -0.84%
  SAP DE0007164600 1.57 263.450 -0.23%
  Italy 2.8 15-Jun-2029 IT0005495731 1.53 101.630 +0.28%

Top Equity Funds by Belfius Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Belfius Pension Fund High Equities 2.32B 4.07 8.58 4.13
  BE6286716491 2.07B -2.05 2.90 -
  Belfius Innovative Technology C 1.68B -10.41 9.51 -
  BE6314674712 556.71M -4.00 -1.97 -
  Belfius Equities Leading Brands C C 499.97M -7.14 8.17 6.60
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