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March Pensión 80/20 Pp (LP77002201)

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25.268 -0.021    -0.08%
22/07 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 147.8M
March Pensión 80/20 PP 25.268 -0.021 -0.08%

LP77002201 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the March Pensión 80/20 PP (LP77002201) fund. Our March Pensión 80/20 PP 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 8.860 11.520 2.660
Shares 20.390 20.390 0.000
Bonds 70.030 73.530 3.500
Convertible 0.620 0.620 0.000
Preferred 0.070 0.070 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.329 15.316
Price to Book 3.390 2.155
Price to Sales 2.657 1.544
Price to Cash Flow 13.458 9.318
Dividend Yield 1.977 2.935
5 Years Earnings Growth 8.350 9.987

Sector Allocation

Name  Net % Category Average
Technology 30.010 17.795
Financial Services 12.770 17.526
Consumer Cyclical 10.730 12.349
Industrials 10.520 14.121
Communication Services 9.840 6.539
Healthcare 8.990 9.936
Consumer Defensive 5.570 7.292
Basic Materials 3.810 5.266
Energy 3.210 4.838
Utilities 2.770 4.685
Real Estate 1.770 1.923

Region Allocation

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

Top Holdings

Number of long holdings: 172

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Obligaciones Tf 1,4% Ap28 Eur ES0000012B39 5.50 98.18 -0.16%
  Spain .6 31-Oct-2029 ES0000012F43 4.25 92.970 -0.17%
  Obligaciones Tf 4,65% Lg25 Eur ES00000122E5 4.12 100.05 -0.01%
  Spain 0 31-Jan-2028 ES0000012I08 3.56 94.920 -0.23%
  Spain .8 30-Jul-2027 ES0000012G26 3.29 97.800 -0.11%
  Spain .5 30-Apr-2030 ES0000012F76 2.86 91.300 -0.27%
Robeco Corporate Hybrid Bonds IH € LU1700711663 2.33 - -
La Française Sub Debt C FR0010674978 2.28 - -
  Oddo Compass Euro High Yield Bond CI-EUR LU0115288721 2.20 37.797 +0.08%
Schroder ISF EURO Corp Bd IZ Acc EUR LU1078767826 2.17 - -

Top Equity Funds by March Gestión de Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  March Pension 50/50 PP 136.56M -1.76 4.06 2.70
  March Acciones PP 69.81M -4.42 5.14 4.60
  March Ahorro PP 57.44M 3.75 4.97 2.82
  Plan de Pensiones Westinghouse 17.42M 3.69 4.82 2.57
  March Pension Rentaja 8.29M -2.61 7.16 -0.50
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