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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 | 16.366 |
Price to Book | 2.936 | 2.426 |
Price to Sales | 1.818 | 1.796 |
Price to Cash Flow | 12.371 | 10.302 |
Dividend Yield | 2.483 | 2.593 |
5 Years Earnings Growth | 9.841 | 10.321 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.670 | 20.385 |
Financial Services | 16.750 | 17.397 |
Consumer Cyclical | 11.540 | 11.138 |
Industrials | 10.940 | 12.071 |
Healthcare | 10.730 | 11.661 |
Communication Services | 7.520 | 7.069 |
Consumer Defensive | 7.440 | 7.223 |
Utilities | 3.840 | 3.455 |
Energy | 3.490 | 3.823 |
Basic Materials | 3.040 | 5.215 |
Real Estate | 2.030 | 3.996 |
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 | 76.12 | +1.43% | |
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 | - | - | |
Lyxor MSCI Europe ESG Leaders (DR) UCITS Acc C | LU1940199711 | 4.54 | 34.07 | +0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Life Funds F Equity Europe Mi | 194.41M | 6.40 | 6.84 | 5.48 | ||
Swiss Life Funds F Defensive I | 160.97M | 0.01 | 0.22 | 1.48 | ||
Swiss Life Funds F Equity Euro Zone | 139.97M | 5.28 | 6.46 | 3.64 |
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