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Belfius Pension Fund Balanced Plus (0P0000XSUY)

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122.720 -1.710    -1.37%
03/04 - Closed. Currency in EUR
Type:  Fund
Market:  Belgium
ISIN:  BE6242862397 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.22B
Belfius Pension Fund Balanced Plus 122.720 -1.710 -1.37%

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 0.650 0.940 0.290
Shares 50.300 50.300 0.000
Bonds 48.320 48.320 0.000
Convertible 0.730 0.730 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.733 16.544
Price to Book 2.396 2.519
Price to Sales 1.706 1.888
Price to Cash Flow 11.523 10.256
Dividend Yield 2.952 2.416
5 Years Earnings Growth 9.596 11.230

Sector Allocation

Name  Net % Category Average
Technology 20.530 19.399
Financial Services 20.390 16.049
Industrials 14.940 12.145
Consumer Cyclical 11.390 12.063
Healthcare 10.850 11.646
Consumer Defensive 6.400 7.220
Communication Services 5.200 7.454
Basic Materials 4.170 6.976
Utilities 3.220 3.064
Real Estate 2.910 2.826

Region Allocation

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

Top Holdings

Number of long holdings: 288

Number of short holdings: 2

Name ISIN Weight % Last Change %
Candriam Sustainable Eq US Z USD Acc LU2227859522 2.55 - -
  Spain 3.15 30-Arp-2033 ES0000012L52 2.34 101.000 +0.18%
Kreditanstalt Fuer Wiederaufbau 2.625% DE000A352ED1 1.86 - -
  ASML Holding NL0010273215 1.67 564.10 -2.52%
  Italy 2.8 15-Jun-2029 IT0005495731 1.63 100.820 +0.09%
  European Union 1 06-Jul-2032 EU000A3K4DD8 1.58 88.400 +0.33%
  Italy 4.4 01-May-2033 IT0005518128 1.57 107.150 +0.13%
  Louis Vuitton FR0000121014 1.46 530.00 -2.38%
  France 2 25-Nov-2032 FR001400BKZ3 1.43 93.240 +0.37%
  SAP DE0007164600 1.41 231.200 -3.24%

Top Equity Funds by Belfius Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Belfius Pension Fund High Equities 2.18B 3.22 3.43 4.58
  BE6286716491 2.04B 9.31 0.33 -
  Belfius Innovative Technology C 1.39B 20.04 5.39 -
  BE6314674712 554.11M 6.52 -5.99 -
  Belfius Equities Leading Brands L C 470.31M 4.19 9.04 7.62
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