Breaking News
Get 45% Off 0
⚖ What's the current risk profile of the stocks in my watchlist? (Yes, you can ask that.)
Chat with WarrenAI
Close

Comfortinvest Perspektive (0P0000D2ND)

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
 
ComfortInvest Perspektive historical data, for real-time data please try another search
94.800 +0.480    +0.51%
18/05 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE0002605367 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.13M
ComfortInvest Perspektive 94.800 +0.480 +0.51%

0P0000D2ND Holdings

 
Comprehensive information about top holdings and Key Holding Information for the ComfortInvest Perspektive (0P0000D2ND) fund. Our ComfortInvest Perspektive 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 3.670 5.910 2.240
Shares 85.210 85.210 0.000
Bonds 2.420 2.420 0.000
Convertible 0.440 0.440 0.000
Preferred 0.150 0.150 0.000
Other 8.110 8.120 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.198 19.269
Price to Book 2.556 2.887
Price to Sales 1.855 1.982
Price to Cash Flow 13.663 11.851
Dividend Yield 1.598 1.817
5 Years Earnings Growth 12.818 10.368

Sector Allocation

Name  Net % Category Average
Technology 24.110 23.812
Industrials 21.840 38.096
Financial Services 10.330 8.572
Healthcare 9.090 6.088
Consumer Cyclical 8.490 6.794
Basic Materials 7.300 8.622
Consumer Defensive 7.060 3.839
Utilities 5.750 7.868
Communication Services 4.080 3.804
Energy 1.150 1.925
Real Estate 0.780 2.730

Region Allocation

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

Top Holdings

Number of long holdings: 19

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Amundi Funds II Global Ecology A EUR ND LU1883318740 8.66 495.300 +0.71%
JSS Sust Eq Glbl Clmt 2035 P EUR dist LU0097427784 8.62 - -
  RobecoSAM Smart Energy Equities D EUR LU2145461757 8.25 56.970 +0.05%
  KBC Eco Fund - Water Cap BE0175479063 8.10 2,366.620 -0.11%
  RobecoSAM Sustainable Water Equities D EUR LU2146190835 6.82 532.320 -0.24%
Bellevue(Lux) BB Entrepr. Europe B EUR LU0415391860 6.59 - -
  iShares Dow Jones Eurozone Sustainability Screened DE000A0F5UG3 6.31 20.35 -0.10%
RobecoSAM Global SDG Equities I EUR LU2145460783 6.25 - -
  Sparinvest SICAV Ethical Global Value EUR R LU0362355355 5.44 284.630 +1.07%
  RobecoSAM Smart Materials Equities D EUR LU2145463613 5.16 276.400 -0.43%

Top Equity Funds by Ampega Investment GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  terrAssisi Aktien I AMI P (a) 1.07B 17.19 5.93 10.16
  CQUADRAT ARTS TR Global AMI Pa 453.3M 10.06 0.08 2.59
  Wagner Florack Unternehmer AMI I a 183.25M -8.79 2.71 6.28
  Ampega AmerikaPlus Aktienfonds 229.86M 25.34 8.53 12.65
  Tresides Balanced Return AMI A a 211.46M 1.02 4.15 1.73
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.

0P0000D2ND Comments

Write your thoughts about Comfortinvest Perspektive
 
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