Breaking News
Get 45% Off 0
📅 Plan for Wealth: Key market movers that could make (or break) your week
See Calendar
Close

Indosuez Funds America Opportunities M Capitalisation (0P0001C32H)

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
 
226.030 +0.180    +0.08%
17/04 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
ISIN:  LU1073903756 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 404.91M
Indosuez Funds America Opportunities M Capitalisat 226.030 +0.180 +0.08%

0P0001C32H Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Indosuez Funds America Opportunities M Capitalisat (0P0001C32H) fund. Our Indosuez Funds America Opportunities M Capitalisat 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 %
Shares 98.400 100.570 2.170
Bonds 1.840 1.840 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 24.157 29.168
Price to Book 5.310 6.866
Price to Sales 4.024 5.004
Price to Cash Flow 18.800 19.656
Dividend Yield 0.871 0.682
5 Years Earnings Growth 14.102 14.577

Sector Allocation

Name  Net % Category Average
Technology 41.690 36.931
Financial Services 20.400 10.907
Consumer Cyclical 9.670 14.740
Industrials 8.600 7.499
Communication Services 8.040 12.418
Energy 4.330 1.819
Healthcare 3.600 13.022
Consumer Defensive 2.020 3.957
Real Estate 0.760 2.218
Utilities 0.730 1.796
Basic Materials 0.170 1.874

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 178

Number of short holdings: 84

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 7.65 98.89 +2.04%
  Apple US0378331005 7.29 199.74 +3.41%
  Microsoft US5949181045 6.52 366.82 +2.14%
  Amazon.com US0231351067 4.43 173.13 +3.47%
  Alphabet A US02079K3059 3.62 151.47 +2.57%
  Meta Platforms US30303M1027 3.14 500.31 +3.23%
  Broadcom US11135F1012 2.23 169.58 +2.03%
  Constellation Software CA21037X1006 1.66 4,644.13 +0.84%
  Palantir US69608A1088 1.50 93.99 +3.51%
  Fiserv US3377381088 1.29 214.27 +3.28%

Top Equity Funds by CA Indosuez Wealth (Asset Management)

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU1073905538 350.1M 4.98 7.76 10.27
  Indosuez Asia opp P Cap 178.6M 13.00 -8.23 1.67
  Indosuez Asia opp G Cap 178.6M 13.48 -7.83 2.36
  Indosuez Asia opp F Cap 178.6M 14.36 -7.13 3.08
  Indosuez Asia opp M Cap 178.6M 13.79 -7.58 2.34
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.

0P0001C32H Comments

Write your thoughts about Indosuez Funds America Opportunities M Capitalisation
 
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