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Mundiplan Moderado Pp (0P00000W2V)

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29.601 +0.001    +0.00%
18/04 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 223.51M
Mundiplan Moderado PP 29.601 +0.001 +0.00%

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 6.710 6.710 0.000
Shares 12.180 13.640 1.460
Bonds 70.980 70.980 0.000
Other 10.130 10.130 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.499 15.202
Price to Book 1.942 2.162
Price to Sales 1.555 1.539
Price to Cash Flow 10.163 9.404
Dividend Yield 3.633 2.912
5 Years Earnings Growth 9.501 10.766

Sector Allocation

Name  Net % Category Average
Financial Services 23.190 17.243
Industrials 17.860 13.835
Technology 16.410 18.097
Consumer Cyclical 12.450 12.642
Consumer Defensive 6.330 7.054
Healthcare 6.160 10.117
Communication Services 5.040 6.475
Energy 4.740 4.812
Utilities 3.990 4.470
Basic Materials 3.820 5.282

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 78

Number of short holdings: 3

Name ISIN Weight % Last Change %
  France 2.5 25-May-2043 FR001400CMX2 16.96 84.610 +0.24%
  Spain 3.9 30-Jul-2039 ES0000012L60 13.35 103.790 +0.01%
Credit Agricole S.A. 1.875% FR0014009UH8 5.17 - -
BNP Paribas SA 0% FR0013398070 5.17 - -
KBC Group NV 4.375% BE0002900810 5.15 - -
The Toronto-Dominion Bank 2.551% XS2511301322 3.54 - -
Caixabank S.A. 5.375% XS2555187801 3.49 - -
Royal Bank of Canada 4.125% XS2644756608 3.42 - -
Blackstone / GSO Senior Loan A EUR Acc IE00B3DS7666 3.35 - -
Mch Global Real Asset Strategies Fcr Cld ES0161717048 2.69 - -

Top Equity Funds by AXA Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mundiplan Audaz Global PP 417.61M -6.21 4.53 6.28
  Mundiplan Equilibrado PP 113.03M 3.38 5.64 2.04
  Prudente EPSV 40.41M 1.24 2.38 0.39
  Mundiplan Audaz Europa 29.15M 7.06 12.52 4.78
  Equilibrado EPSV 12.53M 3.21 5.75 1.96
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