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Mundiplan Equilibrado Pp (0P0000120W)

Madrid

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23.270 +0.100 +0.43%

03/03 - Closed. Currency in EUR

Type: Fund

Market: Spain

Asset Class: Equity

Morningstar Rating:
Total Assets: 117.9M

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0P0000120W Holdings

Comprehensive information about top holdings and Key Holding Information for the Mundiplan Equilibrado PP (0P0000120W) fund. Our Mundiplan Equilibrado 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	5.100	5.100	0.000
Shares	50.060	51.810	1.750
Bonds	40.560	40.560	0.000
Other	4.280	4.280	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.550	15.366
Price to Book	2.064	2.175
Price to Sales	1.513	1.597
Price to Cash Flow	10.331	9.459
Dividend Yield	3.574	2.937
5 Years Earnings Growth	8.466	10.521

Sector Allocation

Name	Net %	Category Average
Financial Services	20.250	16.483
Technology	18.250	18.431
Industrials	18.080	12.939
Consumer Cyclical	14.710	12.315
Healthcare	6.180	9.733
Consumer Defensive	6.170	7.020
Communication Services	4.600	6.481
Energy	4.450	5.361
Basic Materials	3.700	7.037
Utilities	3.620	4.126

Region Allocation

Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 77

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
France 2.5 25-May-2043	FR001400CMX2	9.40	82.740	-2.72%
Spain 3.9 30-Jul-2039	ES0000012L60	4.46	104.389	-0.32%
ASML Holding	NL0010273215	3.95	672.70	+1.85%
SAP	DE0007164600	3.78	264.700	+2.22%
ING Groep N.V. 2.125%	XS2483607474	3.06	-	-
KBC Group NV 4.375%	BE0002900810	3.04	-	-
Credit Agricole S.A. 1.875%	FR0014009UH8	3.03	-	-
BNP Paribas SA 0%	FR0013398070	2.83	-	-
Louis Vuitton	FR0000121014	2.52	664.30	-0.46%
Blackstone / GSO Senior Loan A EUR Acc	IE00B3DS7666	2.10	-	-

Top Equity Funds by AXA Pensiones EGFP

Name	Total Assets	YTD%	3Y%	10Y%
Mundiplan Audaz Global PP	487.76M	3.28	8.03	8.25
Mundiplan Moderado PP	229.5M	0.89	0.30	0.15
Prudente EPSV	42.2M	1.81	1.45	0.78
Mundiplan Audaz Europa	30.25M	7.42	10.02	5.93
Equilibrado EPSV	13.33M	3.78	4.38	2.58

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Mundiplan Equilib.	23.270	+0.100	+0.43%