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Investiper Etico Bilanciato (0P00000U7X)

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6.510 +0.020    +0.23%
13/02 - Closed. Currency in EUR
Type:  Fund
Market:  Italy
Issuer:  BCC Risparmio&Previdenza SGR PA
ISIN:  IT0001484754 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 265.96M
BCC Selezione Crescita 6.510 +0.020 +0.23%

0P00000U7X Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BCC Selezione Crescita (0P00000U7X) fund. Our BCC Selezione Crescita 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 0.720 15.960 15.240
Stocks 48.940 48.940 0.000
Bonds 46.660 51.380 4.720
Convertible 1.950 1.950 0.000
Preferred 0.020 0.020 0.000
Other 1.700 1.700 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.234 16.372
Price to Book 2.993 2.521
Price to Sales 2.183 1.872
Price to Cash Flow 13.024 10.231
Dividend Yield 1.919 2.420
5 Years Earnings Growth 10.465 11.423

Sector Allocation

Name  Net % Category Average
Technology 27.500 21.138
Financial Services 15.840 15.931
Healthcare 12.700 11.948
Industrials 11.640 12.006
Consumer Cyclical 11.270 12.602
Communication Services 6.920 7.805
Consumer Defensive 4.620 7.529
Basic Materials 3.610 6.609
Utilities 2.630 2.818
Real Estate 2.190 2.845
Energy 1.090 3.148

Region Allocation

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

Top Holdings

Number of long holdings: 28

Number of short holdings: 0

Name ISIN Weight % Last Change %
  iShares Sust MSCI USA SRI IE00BYVJRR92 7.96 15.566 -0.45%
Candriam Sst Eq World I € Acc LU1434527781 6.23 - -
Robeco Euro SDG Credits I EUR Cap LU0503372780 5.94 - -
GS EUR SusCred-I Cap EUR LU1106537605 5.82 - -
  Franklin Euro Green Bond UCITS IE00BHZRR253 5.51 23.75 -0.08%
Robeco Sustainable Glbl Stars Eqs IL EUR LU1408525894 5.19 - -
Mirova Euro Green&Sust Corp Bd I/A EUR LU0552643685 5.02 - -
Robeco SDG Credit Income IH EUR Cap LU1806347891 4.75 - -
Wellington Global Stewards EUR S AccU IE000T05EWE7 4.49 - -
  Xtrackers ESG MSCI World UCITS ETF 1C IE00BZ02LR44 4.31 44.43 +0.27%

Top Equity Funds by BCC Risparmio&Previdenza SGR PA

  Name Rating Total Assets YTD% 3Y% 10Y%
  BCC Crescita Bilanciato 757.79M 1.78 2.83 3.27
  BCC Selezione Investimento 224.15M 3.84 7.67 4.81
  BCC Investimento Azionario 185.7M 7.05 5.99 4.74
  BCC Selezione Risparmio 170.22M 1.03 0.95 0.36
  IT0005366072 78.43M 4.74 4.01 -
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