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Credemvita - Simple Life Balanced (0P0000U65Z)

Milan

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12.227 +0.062 +0.51%

03/06 - Closed. Currency in EUR

Type: Fund

Market: Italy

Asset Class: Other

Morningstar Rating:
Total Assets: N/A

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0P0000U65Z Holdings

Comprehensive information about top holdings and Key Holding Information for the Credemvita Simple Life Balanced (0P0000U65Z) fund. Our Credemvita Simple Life Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	39.730	42.580	2.850
Bonds	59.940	62.240	2.300
Convertible	1.380	1.380	0.000
Preferred	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.260	-
Price to Book	2.744	-
Price to Sales	2.007	-
Price to Cash Flow	12.257	-
Dividend Yield	2.481	-
5 Years Earnings Growth	9.110	-

Sector Allocation

Name	Net %	Category Average
Technology	24.960	-
Financial Services	21.190	-
Consumer Cyclical	10.520	-
Industrials	10.500	-
Healthcare	10.420	-
Consumer Defensive	6.370	-
Communication Services	6.340	-
Basic Materials	3.120	-
Utilities	2.580	-
Real Estate	2.570	-
Energy	1.420	-

Region Allocation

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Wellington Euro HY Bond EUR E Ac	IE000EESGXZ0	7.02	-	-
Eurofundlux - ClearBridge US Equity B	LU2635194009	6.61	-	-
UBS ETF - Bloomberg Barclays MSCI Euro Area Liquid	LU1484799843	6.22	14.89	-0.25%
Euromobiliare Euro ST High Yield Bond Z	IT0005378069	5.45	-	-
Amundi S&P 500 Equal Weight ESG Leaders UCITS DR U	IE000LAP5Z18	4.99	13.00	+0.31%
EuroFundLux - Euro Sust CorpBdESG B	LU1558189210	4.96	-	-
Italy 0 12-Sep-2025	IT0005611659	4.85	99.492	+0.01%
Germany 2.2 15-Feb-2034	DE000BU2Z023	4.84	97.940	+0.37%
iShares € Govt Bond 0-1yr UCITS ETF EUR	IE00B3FH7618	4.33	83.84	0.00%
iShares Euro Govt Bond 7-10	IE00B1FZS806	4.31	158.57	+0.22%

Top Other Funds by Credemvita S.p.A

Name	YTD%	3Y%	10Y%
CredemVita Sicurezza	-0.18	1.44	0.68
CredemVita Crescita	1.21	9.09	5.26
CredemVita Crescendo Base	0.86	1.42	0.27
CredemVita Global View 2	0.22	-1.18	-
CredemVita Global View Dream Team	0.17	1.71	-

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