Breaking News
Get 45% Off 0
📅 Plan for Wealth: Key market movers that could make (or break) your week
See Calendar
Close

Boreal Ações Iii Fundo De Investimento De Ações Investimento No Exterior (0P0000U9Q2)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
9.141 -0.209    -2.24%
16/04 - Closed. Currency in BRL
Type:  Fund
Market:  Brazil
ISIN:  BRBOR5CTF005 
S/N:  00.102.322/0001-41
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 86.86M
BOREAL AÇÕES III FUNDO DE INVESTIMENTO DE AÇÕES 9.141 -0.209 -2.24%

0P0000U9Q2 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BOREAL AÇÕES III FUNDO DE INVESTIMENTO DE AÇÕES (0P0000U9Q2) fund. Our BOREAL AÇÕES III FUNDO DE INVESTIMENTO DE AÇÕES portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 0.900 0.980 0.080
Shares 97.190 97.190 0.000
Bonds 1.630 1.630 0.000
Other 0.280 0.820 0.540

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.448 10.134
Price to Book 2.551 1.357
Price to Sales 2.606 1.520
Price to Cash Flow 15.417 11.573
Dividend Yield 2.098 5.832
5 Years Earnings Growth 8.074 13.634

Sector Allocation

Name  Net % Category Average
Financial Services 47.970 5.589
Consumer Cyclical 37.380 26.926
Communication Services 14.650 -16.281

Region Allocation

  • North America
  • Latin America
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Amazon.com ARBCOM460176 29.29 1,400.000 +6.06%
  ITAUUNIBANCO ON BRITUBACNOR4 25.62 29.16 +1.71%
JPMorgan Chase & Co ADR BE0004580214 19.28 - -
  Alphabet C US02079K1079 13.71 153.90 +2.70%
  Alibaba ADR US01609W1027 5.70 115.88 +5.20%
Goldman Sachs Group Inc The - 3.58 - -
  Brazil 6 15-May-2025 BRSTNCNTB633 1.63 4,554.396 +0.03%
BNY Vinci Real Estate FIP - 0.82 - -
  JHSF PART ON BRJHSFACNOR2 0.00 4.72 +3.74%
  PDG REALT ON BRPDGRACNOR8 0.00 0.74 -1.33%

Top Other Funds by Plural Investimentos GDR Ltda

  Name Rating Total Assets YTD% 3Y% 10Y%
  CHARDONNAY INVESTIMENTO NO EXTERIOR 12.57B 9.18 -10.65 -
  O VALBUENA INVESTIMENTO NO EXTERIOR 4.74B 10.08 25.89 21.94
  RENDA FIXA CREDITO PRIVADO NEW LE I 2B 2.03 12.65 9.38
  FUNDO DE INVESTIMENTO DE ACOES VERI 3.24B 0.77 -0.16 16.04
  LTIMERCADO CREDITO PRIVADO THOUSAND 1.79B 2.09 12.79 9.58
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000U9Q2 Comments

Write your thoughts about Boreal Ações Iii Fundo De Investimento De Ações Investimento No Exterior
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email