Breaking News
Upgrade 0
📈 💰 Our AI knew ViaSat had strong potential… now it's up +99.7%
Pick Stocks with AI
Close

Bpi Reforma Investimento Ppr/oicvm - Fundo De Investimento Aberto De Poupança Reforma (0P000011K6)

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
 
15.264 -0.002    -0.02%
26/08 - Closed. Currency in EUR
Type:  Fund
Market:  Portugal
Issuer:  BPI Gestão de Activos SGOIC SA
ISIN:  PTYPIQLM0008 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 651.42M
BPI Reforma Investimento PPR/OICVM - Fundo de Inve 15.264 -0.002 -0.02%

0P000011K6 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BPI Reforma Investimento PPR/OICVM - Fundo de Inve (0P000011K6) fund. Our BPI Reforma Investimento PPR/OICVM - Fundo de Inve 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 8.570 26.210 17.640
Shares 28.160 28.480 0.320
Bonds 57.640 66.980 9.340
Convertible 0.220 0.220 0.000
Preferred 0.040 0.040 0.000
Other 5.370 5.980 0.610

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.076 16.665
Price to Book 2.141 2.422
Price to Sales 1.613 1.803
Price to Cash Flow 9.799 10.193
Dividend Yield 2.800 2.640
5 Years Earnings Growth 8.710 11.219

Sector Allocation

Name  Net % Category Average
Financial Services 22.060 17.603
Technology 20.760 20.849
Industrials 13.460 12.492
Consumer Cyclical 9.520 10.754
Healthcare 7.820 10.860
Communication Services 7.790 7.332
Consumer Defensive 5.670 7.001
Utilities 4.640 3.501
Basic Materials 3.400 5.162
Energy 2.820 3.792
Real Estate 2.070 3.902

Region Allocation

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

Top Holdings

Number of long holdings: 91

Number of short holdings: 1

Name ISIN Weight % Last Change %
  JPMorgan Funds - EU Government Bond Fund I acc - E LU0355584201 8.01 118.977 +0.17%
Schroder ISF EURO Corp Bd IZ Acc EUR LU1078767826 5.48 - -
CaixaBank GIF BPI Alt Iberian Eqs L&S M LU2710746038 4.27 - -
BlueBay Inv Grd Euro Aggt Bd Q EUR LU1170327289 3.11 - -
  Amundi Index Solutions Barclays Euro AGG Corporate LU1437018168 3.02 53.62 -0.02%
  Bundei 0,5% Ap30 Eur DE0001030559 2.97 99.89 0.00%
JPM US Aggregate Bond I (acc) EURH LU1432507090 2.87 - -
Amundi Fds US Bond I EUR H C LU1880402760 2.81 - -
Schroder ISF EURO Hi Yld IZ Acc EUR LU1496798478 2.65 - -
  UBAM - Global High Yield Solution IH EUR Acc LU0569863755 2.48 208.400 -0.12%

Top Equity Funds by BPI Gestão de Activos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYPJDLM0002 197.8M -0.50 3.66 0.96
  PTYPIEHM0024 33.78M -6.93 3.66 -
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.

0P000011K6 Comments

Write your thoughts about Bpi Reforma Investimento Ppr/oicvm - Fundo De Investimento Aberto De Poupança Reforma
 
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