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Burgundy Foundation Trust (0P0000742L)

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BURGUNDY FOUNDATION TRUST historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 320.17M
BURGUNDY FOUNDATION TRUST 0.022 0.000 0.00%

0P0000742L Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BURGUNDY FOUNDATION TRUST (0P0000742L) fund. Our BURGUNDY FOUNDATION TRUST 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 1.520 1.600 0.080
Shares 67.840 67.840 0.000
Bonds 22.980 22.980 0.000
Convertible 3.390 3.390 0.000
Other 4.260 4.260 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.294 18.216
Price to Book 2.628 2.967
Price to Sales 1.599 2.121
Price to Cash Flow 12.055 11.563
Dividend Yield 1.688 2.126
5 Years Earnings Growth 10.436 9.899

Sector Allocation

Name  Net % Category Average
Financial Services 17.160 20.358
Communication Services 14.450 6.374
Industrials 13.390 13.009
Consumer Defensive 12.910 7.669
Technology 11.830 18.753
Consumer Cyclical 10.400 10.785
Healthcare 9.210 10.273
Energy 6.440 5.979
Real Estate 2.320 2.823
Basic Materials 1.880 5.399

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 76

Number of short holdings: 1

Name ISIN Weight % Last Change %
Burgundy Bond - 26.71 - -
BURGUNDY EUROPEAN FOUNDATION - 11.28 - -
Burgundy Focus Asian Equity - 4.66 - -
Burgundy Emerging Markets - 4.26 - -
Microsoft Corp - 2.32 - -
Alphabet Inc Class A - 2.27 - -
Meta Platforms Inc Class A - 1.93 - -
News Corp Class A - 1.59 - -
Intercontinental Exchange Inc - 1.42 - -
Restaurant Brands International Inc - 1.33 - -
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