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

Investment-stabilitäts-paket Zukunft (var 20) (0P0000UQPM)

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
 
241.040 +0.800    +0.33%
18/07 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 2.53M
Investment-Stabilitäts-Paket Zukunft (VaR 20) 241.040 +0.800 +0.33%

0P0000UQPM Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Investment-Stabilitäts-Paket Zukunft (VaR 20) (0P0000UQPM) fund. Our Investment-Stabilitäts-Paket Zukunft (VaR 20) 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 10.730 26.950 16.220
Shares 52.540 52.750 0.210
Bonds 31.110 39.630 8.520
Convertible 3.090 3.090 0.000
Preferred 0.120 0.120 0.000
Other 2.410 3.760 1.350

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.491 14.765
Price to Book 2.936 2.044
Price to Sales 2.159 1.547
Price to Cash Flow 12.690 9.037
Dividend Yield 2.152 3.297
5 Years Earnings Growth 8.948 11.192

Sector Allocation

Name  Net % Category Average
Technology 23.910 17.624
Financial Services 17.560 19.073
Industrials 14.930 12.356
Healthcare 13.060 10.944
Consumer Cyclical 8.530 13.957
Consumer Defensive 6.760 7.246
Communication Services 6.630 8.030
Basic Materials 3.360 8.067
Real Estate 2.150 3.831
Utilities 1.760 5.794
Energy 1.340 8.934

Region Allocation

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

Top Holdings

Number of long holdings: 38

Number of short holdings: 0

Name ISIN Weight % Last Change %
Ostrum SRI Money Plus I (C) EUR FR0010885236 9.08 - -
terrAssisi Aktien I AMI I a DE000A2DVTE6 6.50 - -
  Invesco MSCI Europe ESG Universal Screened UCITS IE00BJQRDL90 4.80 67.08 -0.22%
  SPDR S&P 500 ESG Screened UCITS IE00BH4GPZ28 4.08 38.00 -0.42%
Wellington Oppc Fxd Inc USD S Ac IE00BD960324 3.93 - -
Fisher Invst Instl US Eq Sel USD Acc IE00BYVJ8M18 3.43 - -
Ampega BasisPlus Rentenfonds P DE000A2P23S8 3.40 - -
Polar Cap Fds IE00BKPX1668 3.19 - -
  UBS (Lux) Equity SICAV USA Growth (USD) P acc LU0198837287 3.15 97.420 +0.68%
  iShares MSCI USA ESG Enhanced UCITS ETF USD Acc IE00BHZPJ908 3.05 9.74 -0.41%

Top Other Funds by Ampega Investment GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wachstum Deutschland (VaR 25) 237.36M -7.17 6.74 3.99
  MF Chance 511.24M -5.45 5.74 4.36
  MF Wachstum 386.17M -3.81 5.59 3.63
  MF Top Mix Strategie TMS 705.05M -2.12 4.75 3.01
  MF Sicherheit 108.39M -0.79 3.02 1.15
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.

0P0000UQPM Comments

Write your thoughts about Investment-stabilitäts-paket Zukunft (var 20)
 
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