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Indépendance Am - France Small & Mid X (c) (0P00001UFT)

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778.080 +1.780    +0.23%
24/04 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
ISIN:  LU0104337620 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 359.29M
Independance et Expansion Sicav Small Cap X C 778.080 +1.780 +0.23%

0P00001UFT Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Independance et Expansion Sicav Small Cap X C (0P00001UFT) fund. Our Independance et Expansion Sicav Small Cap X C 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 0.190 1.980 1.790
Shares 99.810 99.810 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 8.569 12.669
Price to Book 1.115 1.454
Price to Sales 0.567 0.757
Price to Cash Flow 4.909 6.169
Dividend Yield 3.954 2.837
5 Years Earnings Growth 7.416 14.070

Sector Allocation

Name  Net % Category Average
Industrials 36.050 26.098
Financial Services 15.150 6.719
Technology 11.980 20.302
Energy 8.560 5.264
Consumer Cyclical 8.120 16.910
Basic Materials 7.980 4.707
Communication Services 6.650 6.868
Consumer Defensive 3.240 3.905
Real Estate 1.230 4.077
Utilities 1.030 2.507

Region Allocation

  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 57

Number of short holdings: 29

Name ISIN Weight % Last Change %
  Dassault Aviation FR0014004L86 4.65 297.40 -0.27%
  Technip Energies BV NL0014559478 4.39 30.04 +2.39%
  Elis Services SA FR0012435121 4.11 22.28 +1.00%
  Grupo Catalana Occidente ES0116920333 4.01 49.000 +0.10%
  Nexans FR0000044448 3.92 90.90 +1.91%
  Viel Et Compagnie FR0000050049 3.89 13.10 -1.87%
  Coface FR0010667147 3.81 17.43 -0.11%
  Rheinmetall AG DE0007030009 3.52 1,386.50 +0.29%
  SCOR FR0010411983 3.42 26.84 +0.45%
  Groupe Guillin FR0012819381 3.00 26.15 -0.95%

Top Equity Funds by Indépendance AM

  Name Rating Total Assets YTD% 3Y% 10Y%
  Independance et Expansion S Small C 359.29M 7.69 3.19 9.68
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