Breaking News
Get 50% Off 0
🧩 Based on my current watchlist, how should I diversify my portfolio?
Ask WarrenAI
Close

Caixa Ações Líderes Globais - Fundo De Investimento Mobiliário Aberto De Ações (0P0000ZFDE)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
12.719 -0.057    -0.45%
06/08 - Closed. Currency in EUR
Type:  Fund
Market:  Portugal
Issuer:  Caixa Gestão de Ativos Sociedade Gestora de Fundos de Investimento, S.A.
ISIN:  PTCXGUHM0006 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.07B
Caixagest Ações Líderes Globais - Fundo de Investi 12.719 -0.057 -0.45%

0P0000ZFDE Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Caixagest Ações Líderes Globais - Fundo de Investi (0P0000ZFDE) fund. Our Caixagest Ações Líderes Globais - Fundo de Investi portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 0.500 0.500 0.000
Shares 99.660 99.660 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.191 18.647
Price to Book 4.229 3.060
Price to Sales 3.185 2.274
Price to Cash Flow 12.239 12.145
Dividend Yield 2.543 2.050
5 Years Earnings Growth 6.079 9.680

Sector Allocation

Name  Net % Category Average
Technology 23.770 24.378
Consumer Defensive 17.580 7.317
Consumer Cyclical 15.480 10.393
Industrials 14.760 12.126
Healthcare 12.360 12.122
Financial Services 8.520 16.889
Basic Materials 3.820 3.940
Communication Services 3.700 8.170

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Siemens AG DE0007236101 4.95 232.40 +2.33%
  Cisco US17275R1023 4.72 71.79 +2.70%
  L'Oreal FR0000120321 4.66 384.35 +0.58%
  Nestle CH0038863350 4.62 72.10 +0.04%
  Ferrari NV NL0011585146 4.58 443.84 -1.08%
  Samsung Electronics Co KR7005930003 4.49 71,800 +1.84%
  Coca-Cola US1912161007 4.47 70.34 -0.13%
  Microsoft US5949181045 4.45 522.04 +0.23%
  Roche Holding Participation CH0012032048 4.44 246.40 -1.08%
  Visa A US92826C8394 4.43 336.78 +1.41%

Top Equity Funds by Caixa Gestão de Ativos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYCXKLP0007 1.04B 3.13 3.35 1.65
  PTYCXTHM0007 690.96M 3.38 5.35 4.32
  PTYCXRLP0000 323M 4.24 4.83 2.41
  PTCXGGHM0012 292.73M 3.12 3.38 -
  PTCXGHHM0011 123.96M 4.33 4.84 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000ZFDE Comments

Write your thoughts about Caixa Ações Líderes Globais - Fundo De Investimento Mobiliário Aberto De Ações
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email