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Mundiplan Moderado Pp (0P00000W2V)

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29.346 -0.040    -0.12%
20/11 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 232.95M
Mundiplan Moderado PP 29.346 -0.040 -0.12%

0P00000W2V Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mundiplan Moderado PP (0P00000W2V) fund. Our Mundiplan Moderado 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 6.370 6.370 0.000
Shares 12.320 13.870 1.550
Bonds 71.700 71.700 0.000
Other 9.620 9.620 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.200 14.838
Price to Book 1.946 2.108
Price to Sales 1.437 1.495
Price to Cash Flow 8.980 9.111
Dividend Yield 3.919 2.987
5 Years Earnings Growth 8.263 10.619

Sector Allocation

Name  Net % Category Average
Financial Services 19.970 16.826
Industrials 17.490 13.119
Technology 16.690 18.806
Consumer Cyclical 14.760 13.355
Consumer Defensive 6.460 8.104
Healthcare 6.100 10.236
Basic Materials 5.260 6.101
Energy 4.880 4.652
Communication Services 4.560 6.005
Utilities 3.840 2.525

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 81

Number of short holdings: 3

Name ISIN Weight % Last Change %
  France 2.5 25-May-2043 FR001400CMX2 17.00 87.930 +0.41%
  Spain 3.9 30-Jul-2039 ES0000012L60 8.24 106.268 +0.13%
Credit Agricole S.A. 1.875% FR0014009UH8 5.32 - -
KBC Group NV 4.375% BE0002900810 5.31 - -
BNP Paribas SA 0% FR0013398070 5.30 - -
ING Groep N.V. 2.125% XS2483607474 4.33 - -
Caixabank S.A. 5.375% XS2555187801 3.53 - -
The Toronto-Dominion Bank 2.551% XS2511301322 3.08 - -
Royal Bank of Canada 4.125% XS2644756608 3.08 - -
Blackstone / GSO Senior Loan A EUR Acc IE00B3DS7666 3.08 - -

Top Equity Funds by AXA Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mundiplan Audaz Global PP 472.19M 15.42 4.55 8.25
  Mundiplan Equilibrado PP 112.77M 4.70 2.29 2.64
  Prudente EPSV 40.78M 2.68 0.32 0.80
  Mundiplan Audaz Europa 27.91M 9.93 6.28 5.82
  Equilibrado EPSV 12.48M 5.04 2.36 2.53
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