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Axa Dachfonds - Axa Chance Invest A (LP60032555)

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116.530 +0.040    +0.03%
06/01 - Closed. Currency in EUR
Type:  Fund
Market:  Germany
Issuer:  AXA Investment Managers Deutschland GmbH
ISIN:  DE0009789453 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.78B
AXA Chance Invest 116.530 +0.040 +0.03%

LP60032555 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AXA Chance Invest (LP60032555) fund. Our AXA Chance Invest portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.870 43.130 41.260
Stocks 65.930 86.490 20.560
Bonds 25.120 31.460 6.340
Convertible 0.230 0.230 0.000
Other 6.840 6.840 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.614 16.613
Price to Book 2.727 2.529
Price to Sales 1.807 1.812
Price to Cash Flow 11.962 10.704
Dividend Yield 2.337 2.425
5 Years Earnings Growth 10.255 10.999

Sector Allocation

Name  Net % Category Average
Technology 28.440 21.002
Financial Services 15.150 14.911
Healthcare 14.300 12.644
Industrials 10.070 12.109
Communication Services 8.270 7.203
Consumer Cyclical 7.670 10.795
Consumer Defensive 5.870 7.287
Basic Materials 2.840 5.724
Energy 2.720 3.645
Utilities 2.420 3.108
Real Estate 2.250 3.398

Region Allocation

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

Top Holdings

Number of long holdings: 63

Number of short holdings: 25

Name ISIN Weight % Last Change %
AXA IM US Enhanced Index Eq QI M $ Acc IE00B3DJ3161 19.31 - -
Option on EURO STOXX 50 - 9.20 - -
Euro Bund Future (Fgbl) Dez. 24 Expo - 7.10 - -
  Amundi S&P 500 ESG UCITS Acc EUR IE000KXCEXR3 6.36 164.72 -0.93%
AXA IM US Equity QI M(US$) IE00B24J4T37 6.27 - -
Euro Bobl Future (Fgbm) Dez. 24 Expo - 6.18 - -
  AB SICAV I - Select US Equity Portfolio S1 USD Acc LU0683601610 5.62 84.870 +0.62%
Selection US Equity Zero Z USD Acc IE00BGR72768 4.69 - -

Top Equity Funds by AXA Investment Managers Deutschland GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA Wachstum Invest 466.77M 12.99 1.43 3.96
  AXA Defensiv Invest 486.07M 2.44 0.14 0.29
  AXA Welt 55.44M 15.87 7.47 9.09
  AXA Europa 30.2M 4.81 2.22 3.88
  AXA Immoselect 3.79M 12.50 -25.77 -13.43
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