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Eurizon Am Obiettivo Controllo (0P000185M6)

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4.892 +0.004    +0.08%
06/06 - Closed. Currency in EUR
Type:  Fund
Market:  Italy
ISIN:  IT0005187429 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.89M
UBI Pramerica Obiettivo Controllo 4.892 +0.004 +0.08%

0P000185M6 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the UBI Pramerica Obiettivo Controllo (0P000185M6) fund. Our UBI Pramerica Obiettivo Controllo portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 28.050 30.760 2.710
Bonds 73.490 75.370 1.880
Convertible 0.680 0.680 0.000
Preferred 0.460 0.460 0.000
Other 1.400 1.450 0.050

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.710 15.268
Price to Book 1.769 2.126
Price to Sales 1.544 1.585
Price to Cash Flow 9.238 8.751
Dividend Yield 3.908 2.582
5 Years Earnings Growth 8.930 12.261

Sector Allocation

Name  Net % Category Average
Financial Services 30.120 16.807
Technology 17.490 17.623
Industrials 13.460 12.520
Consumer Cyclical 9.180 12.855
Healthcare 6.850 11.077
Consumer Defensive 5.830 6.681
Communication Services 5.810 7.929
Basic Materials 3.890 6.180
Energy 3.180 5.511
Utilities 2.810 3.890
Real Estate 1.390 2.748

Region Allocation

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

Top Holdings

Number of long holdings: 54

Number of short holdings: 10

Name ISIN Weight % Last Change %
Eurizon AM Sicav Euro Corporate Bond I LU0393873368 8.82 - -
  Italy .45 15-Feb-2029 IT0005467482 7.51 93.430 +0.03%
  Eurizon Fund Equity Euro LTE Class Unit Z EUR Ac LU0335977202 6.52 247.870 -0.55%
  Epsilon Fund - Euro Q-Equity Class Unit I EUR Accu LU0365352458 6.04 240.680 +0.38%
  Germany 0 15-Feb-2032 DE0001102580 5.23 86.200 +0.47%
  Invesco AT1 Capital Bond EUR Hdg Dist IE00BFZPF439 4.94 16.45 -0.12%
  Germany 0 15-Feb-2030 DE0001102499 4.93 90.660 -0.07%
  European Investment Bank .01 15-Nov-2035 XS2194790262 4.22 73.390 -0.46%
Japan (Government Of) JP1201511EC7 4.00 - -
  iShares Core MSCI EMU UCITS ETF EUR IE00B53QG562 3.97 202.50 -0.12%

Top Equity Funds by Eurizon Capital SGR SpA

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBi Pramerica Obiettivo Stabilit 64.61M 1.07 -0.07 -
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