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

Sompo Resona Switzerland Global Leader Fund (0P00013XLC)

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
 
10,898.000 -30.000    -0.27%
06:00:00 - Closed. Currency in JPY
Type:  Fund
Market:  Japan
ISIN:  JP90C000AP36 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.03B
SJNK Resona Switzerland Global Leader Fund 10,898.000 -30.000 -0.27%

0P00013XLC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SJNK Resona Switzerland Global Leader Fund (0P00013XLC) fund. Our SJNK Resona Switzerland Global Leader Fund 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 2.930 2.930 0.000
Shares 97.070 97.070 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.440 11.902
Price to Book 3.799 1.669
Price to Sales 3.198 1.454
Price to Cash Flow 16.483 7.628
Dividend Yield 2.384 4.590
5 Years Earnings Growth 21.917 12.735

Sector Allocation

Name  Net % Category Average
Healthcare 43.680 6.539
Industrials 24.400 13.339
Financial Services 15.740 29.690
Basic Materials 8.970 8.463
Consumer Defensive 3.380 9.991
Technology 2.250 6.645
Consumer Cyclical 1.570 11.493

Region Allocation

  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 0

Name ISIN Weight % Last Change %
Nestle Sa BE0004500386 10.60 - -
  Roche Holding Participation CH0012032048 10.17 260.30 -0.27%
  Novartis CH0012005267 10.10 101.16 -0.37%
  ABB CH0012221716 7.63 53.68 -1.29%
  UBS Group CH0244767585 6.84 32.38 -0.61%
  Lonza Group CH0013841017 4.70 567.00 -0.46%
  Sika CH0418792922 3.97 185.50 -1.07%
  Alcon CH0432492467 3.89 63.66 -0.16%
  Swiss Re CH0126881561 3.80 144.90 +0.03%
  Accelleron Industries CH1169360919 3.24 68.80 -0.36%

Top Equity Funds by Sompo Asset Management Co., Ltd.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SompoJapan Green Open 45.03B 5.81 15.04 7.08
  SJNK Happy Aging 20 33.37B 5.95 18.84 8.79
  SJNK Happy Aging 40 32.86B 2.52 9.29 4.80
  SJNK Mizuho High Dividend Japan Eq 32.37B 10.32 19.57 8.67
  SJNK Happy Aging 30 31.28B 4.82 14.81 7.01
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.

0P00013XLC Comments

Write your thoughts about Sompo Resona Switzerland Global Leader Fund
 
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