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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 38.310 | 38.360 | 0.050 |
Bonds | 89.910 | 89.970 | 0.060 |
Convertible | 0.450 | 0.450 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 1.160 | 1.220 | 0.060 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.227 | 16.157 |
Price to Book | 2.936 | 2.364 |
Price to Sales | 1.818 | 1.765 |
Price to Cash Flow | 12.371 | 9.974 |
Dividend Yield | 2.483 | 2.654 |
5 Years Earnings Growth | 9.841 | 9.812 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.670 | 20.108 |
Financial Services | 16.750 | 17.643 |
Consumer Cyclical | 11.540 | 10.981 |
Industrials | 10.940 | 12.164 |
Healthcare | 10.730 | 11.360 |
Communication Services | 7.520 | 7.238 |
Consumer Defensive | 7.440 | 7.303 |
Utilities | 3.840 | 3.478 |
Energy | 3.490 | 3.858 |
Basic Materials | 3.040 | 5.145 |
Real Estate | 2.030 | 4.001 |
Number of long holdings: 40
Number of short holdings: 12
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Swiss Life (LUX) Bd ESG Glb Aggt AM€ Cap | LU2672267098 | 19.57 | - | - | |
Swiss Life (LUX) Bd ESG Glbl Sov AM €Cap | LU2672267502 | 19.54 | - | - | |
2 Year Treasury Note Future Mar 25 | - | 13.13 | - | - | |
Swiss Life(LUX)-Bd ESG Gbl Crp EUR AMCap | LU1681196587 | 12.43 | - | - | |
5 Year Treasury Note Future Mar 25 | - | 8.03 | - | - | |
Amundi MSCI USA ESG Leaders UCITS Acc EUR Hedged | IE000IP0UC52 | 6.68 | 81.68 | +0.15% | |
Swiss Life (LUX) Eq ESG USA AM EUR Cap | LU1681197478 | 5.54 | - | - | |
Swiss Life Fds(LUX)-EqESG Gbl EUR AM Cap | LU1681197551 | 5.39 | - | - | |
Swiss Life (LUX) Eq ESG € Zone AM EUR | LU1681197395 | 5.13 | - | - | |
Amundi MSCI Europe ESG Selection UCITS ETF A | LU1940199711 | 4.54 | 34.56 | +0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Life Funds F Equity Europe Mi | 191.98M | 11.36 | 9.58 | 5.70 | ||
Swiss Life Funds F Defensive P | 161.18M | 1.27 | 1.07 | 0.92 | ||
Swiss Life Funds F Equity Euro Zone | 140.04M | 10.48 | 9.10 | 3.98 |
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