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Moventum Plus Aktiv Dynamisches Portfolio B (0P0000A4O3)

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16.890 -0.020    -0.12%
06/08 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
Issuer:  Conventum Asset Management SA
ISIN:  LU0326465068 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 113.05M
Moventum Plus Aktiv Dynamisches Portfolio 16.890 -0.020 -0.12%

0P0000A4O3 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Moventum Plus Aktiv Dynamisches Portfolio (0P0000A4O3) fund. Our Moventum Plus Aktiv Dynamisches Portfolio 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 3.630 10.570 6.940
Shares 62.510 62.520 0.010
Bonds 26.830 30.310 3.480
Convertible 0.490 0.490 0.000
Preferred 0.190 0.190 0.000
Other 6.340 6.380 0.040

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.485 16.964
Price to Book 2.237 2.538
Price to Sales 1.448 1.851
Price to Cash Flow 9.565 10.516
Dividend Yield 2.515 2.424
5 Years Earnings Growth 9.337 9.621

Sector Allocation

Name  Net % Category Average
Financial Services 20.870 16.263
Technology 17.090 21.336
Industrials 12.530 12.459
Healthcare 11.750 11.720
Communication Services 7.860 7.652
Consumer Cyclical 7.730 10.496
Consumer Defensive 6.860 7.070
Utilities 5.160 3.058
Energy 4.680 3.341
Basic Materials 4.020 5.638
Real Estate 1.450 2.834

Region Allocation

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

Top Holdings

Number of long holdings: 36

Number of short holdings: 1

Name ISIN Weight % Last Change %
AB Select US Equity I EUR LU0787777027 6.54 - -
FTGF CB US Value PR EUR Acc IE00B23Z6745 6.03 - -
GQG Partners US Equity I EUR Acc IE00BN4GYJ17 5.92 - -
Comgest Growth America EUR I H Acc IE00BZ0RSM31 5.06 - -
Blackrock Gbl Fds LU1722863211 4.46 - -
Carmignac Pf Grande Europe F EUR Acc LU0992628858 3.55 - -
Carmignac Pf Credit F EUR Acc LU1932489690 3.50 - -
DNB Fund Technology institutional A LU1047850778 3.49 - -
AXAWF Euro Credit Total Ret I Cap EUR LU1164223015 3.48 - -
  Algebris UCITS Funds plc - Algebris Global Credit IE00BYT35D51 3.47 151.800 +0.05%

Top Equity Funds by Moventum Asset Management S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Smart Value Investors Patrimoine 180.4M 0.23 4.39 2.90
  Smart Value Investors Patrimoine Fl 180.4M 0.01 3.92 2.44
  Longview GlblEqCurr UnH L1 100.55M -9.20 7.15 -
  LpGlobal Equity Fund Currency Unhed 100.55M -10.23 7.67 7.57
  LpGlobal Equity Currency Unhedge Pe 100.55M -7.82 6.05 9.28
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