Breaking News
Get 50% Off 0
📈 Q2 Earnings Alert! Critical earnings dates you can't miss
See Calendar
Close

Fürst Fugger Privatbank Wachstum (0P00000IOR)

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
 
123.730 +0.280    +0.23%
06:00:00 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
ISIN:  DE0009799452 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 381.89M
Fürst Fugger Privatbank Wachstum 123.730 +0.280 +0.23%

0P00000IOR Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Fürst Fugger Privatbank Wachstum (0P00000IOR) fund. Our Fürst Fugger Privatbank Wachstum 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 18.400 31.460 13.060
Shares 54.130 55.130 1.000
Bonds 22.080 23.660 1.580
Convertible 0.280 0.280 0.000
Preferred 0.020 0.020 0.000
Other 5.090 5.100 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.899 16.420
Price to Book 1.562 2.441
Price to Sales 1.044 1.833
Price to Cash Flow 7.549 9.849
Dividend Yield 3.105 2.486
5 Years Earnings Growth 9.637 10.351

Sector Allocation

Name  Net % Category Average
Industrials 21.150 12.669
Financial Services 20.520 16.356
Technology 13.220 19.015
Consumer Cyclical 7.930 11.853
Basic Materials 7.750 7.086
Healthcare 7.100 11.672
Communication Services 6.450 7.541
Energy 5.710 4.863
Consumer Defensive 5.640 7.359
Utilities 2.330 3.233
Real Estate 2.190 2.757

Region Allocation

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

Top Holdings

Number of long holdings: 41

Number of short holdings: 0

Name ISIN Weight % Last Change %
Man Euro Corp Bd IF EUR Acc IE000BJKVS14 4.77 - -
  Robeco BP Global Premium Equities I € LU0233138477 4.43 309.920 +0.78%
Empureon Volatility One Fund F DE000A3D9GM1 4.29 - -
Ninety One GSF Glb Ntrl Res I Acc EUR LU0386384167 3.96 - -
Allianz Oriental Income WT EUR LU2290907638 3.24 - -
Plenum Insurance Capital Fund I2 EUR LI0542471060 3.24 - -
  Brandes European Value Fund I Euro Acc IE0031574977 3.21 74.670 +0.39%
  DJE - Zins & Dividende XP EUR LU0553171439 3.20 202.630 +0.10%
M&G (Lux) Glb Fl Rt HY CI H EUR Acc LU1797812986 3.07 - -
CIM Div Inc Fd I Ordinary Shares Acc IE00BFXS0D88 2.97 - -

Top Equity Funds by Fürst Fugger Privatbank KG

  Name Rating Total Assets YTD% 3Y% 10Y%
  DWS Akkumula LD 10.09B 20.11 7.25 10.47
  DWS Akkumula ID 10.09B 21.14 8.17 11.31
  DWS Dynamic Opportunities LC 3.64B 10.02 1.87 6.51
  DE000DWS2W06 2.41B 13.29 1.77 -
  DWS Aktien Strategie Deutschland FC 2.18B 3.33 -3.26 7.02
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.

0P00000IOR Comments

Write your thoughts about Fürst Fugger Privatbank Wachstum
 
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