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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.600 | 22.740 | 15.140 |
Shares | 43.330 | 43.460 | 0.130 |
Bonds | 45.120 | 52.490 | 7.370 |
Convertible | 0.340 | 0.340 | 0.000 |
Other | 3.600 | 3.610 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.755 | 16.189 |
Price to Book | 2.928 | 2.414 |
Price to Sales | 2.244 | 1.814 |
Price to Cash Flow | 11.616 | 9.832 |
Dividend Yield | 2.071 | 2.492 |
5 Years Earnings Growth | 11.923 | 10.650 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.760 | 18.923 |
Financial Services | 11.450 | 16.458 |
Consumer Cyclical | 11.280 | 11.886 |
Healthcare | 10.210 | 11.865 |
Industrials | 9.950 | 12.372 |
Basic Materials | 9.350 | 7.059 |
Communication Services | 6.390 | 7.533 |
Utilities | 6.190 | 3.209 |
Consumer Defensive | 5.110 | 7.487 |
Energy | 2.710 | 4.882 |
Real Estate | 2.600 | 2.794 |
Number of long holdings: 25
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi Index Solutions - Amundi Index Euro AGG SRI | LU2182388236 | 9.27 | 45.47 | +0.20% | |
Franklin Liberty Euro Short Maturity UCITS ETF EUR | IE00BFWXDY69 | 6.40 | 26.25 | -0.03% | |
iShares Global Aggregate Bond ESG UCITS EUR Hedged | IE000APK27S2 | 5.20 | 4.54 | 0.10% | |
Baillie Gifford Worldwide Long Term Global Growth | IE00BYX4R502 | 5.20 | 39.169 | +0.89% | |
Xtrackers II ESG EUR Corporate Bond UCITS 1C | LU0484968903 | 4.99 | 7.04 | +0.16% | |
JPMorgan ETFs (Ireland) ICAV - Global Research Enh | IE00BF4G6Y48 | 4.93 | 53.36 | +0.11% | |
Invesco MSCI World ESG Unvsl Screened UCITS | IE00BJQRDK83 | 4.88 | 72.95 | 0.00% | |
PIMCO GIS Global Bond ESG Instl EURH Acc | IE00BYXVX196 | 4.86 | - | - | |
FTGF BW Glb Inc Opt S EURH Acc | IE00BF1PFS17 | 4.69 | - | - | |
Fidelity Global Quality Income Inc | IE00BYXVGZ48 | 4.61 | 9.27 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LBBW Global Warming | 2.02B | -7.90 | 10.67 | 10.23 | ||
Genius Strategie | 1.43B | 1.36 | 10.42 | 3.86 | ||
LBBW Multi Global R | 555.48M | -0.39 | -0.24 | 0.73 | ||
LBBW Multi Global I | 555.48M | 1.36 | 2.81 | 1.67 | ||
WW Dachfonds GlobalPlus | 467.07M | 19.26 | 3.95 | 7.17 |
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