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Mundiplan Audaz Global Pp (0P00000W2X)

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20.251 +0.050    +0.24%
18/12 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Issuer:  AXA Pensiones EGFP
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 487.76M
Mundiplan Audaz Global PP 20.251 +0.050 +0.24%

0P00000W2X Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mundiplan Audaz Global PP (0P00000W2X) fund. Our Mundiplan Audaz Global 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 1.770 1.820 0.050
Shares 98.170 99.180 1.010
Other 0.060 0.060 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.718 16.745
Price to Book 3.091 2.739
Price to Sales 2.261 1.978
Price to Cash Flow 11.632 10.776
Dividend Yield 1.941 2.583
5 Years Earnings Growth 10.960 11.195

Sector Allocation

Name  Net % Category Average
Technology 28.630 22.397
Financial Services 13.810 15.599
Consumer Cyclical 12.560 12.215
Healthcare 10.620 10.925
Industrials 9.740 12.613
Communication Services 8.110 7.147
Consumer Defensive 6.080 7.346
Basic Materials 2.940 5.112
Energy 2.880 5.070
Utilities 2.430 2.921
Real Estate 2.200 1.692

Region Allocation

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

Top Holdings

Number of long holdings: 18

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Source MSCI USA UCITS IE00B60SX170 19.59 165.68 +0.40%
  iShares Core S&P 500 UCITS IE00B5BMR087 16.43 631.23 +0.71%
  Amundi Index MSCI Emerging Markets SRI UCITS LU1861138961 9.12 53.47 -0.06%
  SPDR S&P 500 UCITS IE00B6YX5C33 8.68 472.70 +0.29%
  Vanguard FTSE Developed Europe IE00B945VV12 8.49 38.93 -0.99%
  Xtrackers MSCI USA UCITS ETF 1C IE00BJ0KDR00 8.39 166.78 +0.37%
  Vanguard S&P 500 UCITS USD Inc IE00B3XXRP09 7.62 89.69 +0.54%
  db x-trackers Nikkei 225 UCITS DR LU0839027447 6.06 24.78 +0.04%
  Amundi MSCI World SRI Climate Net Zero Ambition PA IE000Y77LGG9 5.02 102.01 -0.40%
  Amundi Stoxx Europe 600 UCITS C LU0908500753 4.56 234.95 -0.86%

Top Equity Funds by AXA Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mundiplan Moderado PP 232.67M 2.77 0.12 0.25
  Mundiplan Equilibrado PP 114.34M 5.34 3.13 2.46
  Prudente EPSV 41.25M 3.79 0.93 0.78
  Mundiplan Audaz Europa 28.04M 9.78 7.73 5.33
  Equilibrado EPSV 12.92M 5.75 3.22 2.37
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