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March Cartera Moderada A Fi (123549000)

Madrid

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5.93 -0.00 -0.07%

02/04 - Closed. Currency in EUR

Type: Fund

Market: Spain

ISIN: ES0123549000

Asset Class: Equity

Morningstar Rating:
Total Assets: 177.41M

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123549000 Holdings

Comprehensive information about top holdings and Key Holding Information for the March Cartera Moderada FI (123549000) fund. Our March Cartera Moderada FI portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	35.12	42.37	7.25
Bonds	64.95	71.82	6.87
Convertible	0.11	0.11	0.00
Preferred	0.01	0.02	0.01
Other	0.11	0.25	0.14

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.87	17.03
Price to Book	2.66	2.60
Price to Sales	2.04	1.90
Price to Cash Flow	11.80	10.87
Dividend Yield	2.20	2.40
5 Years Earnings Growth	11.09	10.55

Sector Allocation

Name	Net %	Category Average
Technology	25.47	20.94
Financial Services	15.98	16.27
Industrials	14.63	11.94
Healthcare	11.01	12.23
Consumer Cyclical	10.88	10.99
Communication Services	7.24	7.04
Consumer Defensive	5.09	7.22
Basic Materials	3.17	4.88
Utilities	2.62	3.32
Energy	2.05	3.84
Real Estate	1.84	3.60

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 59

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
JPMorgan Funds - EU Government Bond Fund I acc - E	LU0355584201	6.08	118.317	+0.35%
Robeco Euro Government Bonds IH €	LU0210245469	6.08	160.910	+0.38%
DPAM L Bonds Government Sust F EUR H	LU0336683767	6.07	-	-
BNPP E JPM ESG EMU GovtBd IG 3-5Y Pr Cap	LU2533813452	5.86	-	-
Euro Bund Future June 25	DE000F1B2NG7	5.19	-	-
Nordea 1 - European Covered Bond Fund BI EUR	LU0539144625	5.06	14.493	+0.43%
iShares MSCI World ESG Screened UCITS ETF USD (Acc	IE00BFNM3J75	4.00	9.11	-5.20%
Spain 3.45 31-Oct-2034	ES0000012N35	3.99	101.950	+0.21%
Amundi ETF Stoxx Europe 600 UCITS	LU1681040223	3.80	121.90	-4.88%
Franklin European Ttl Ret P2 (acc) EUR	LU2216205182	3.30	-	-

Top Equity Funds by March Asset Management SGIIC

Name	Total Assets	YTD%	3Y%	10Y%
Torrenova de Inversiones SICAV SA	996.4M	2.03	2.58	1.27
Cartera Bellver SICAV S.A.	440.7M	3.10	3.35	2.29
Lluc Valores SICAV S.A.	394.8M	4.67	6.20	4.72
March Cartera Conservadora FI	261.57M	1.21	2.64	0.99
MARJAMI 2 SICAV SA	80.83M	2.29	3.69	2.20

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