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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.550 | 21.860 | 17.310 |
Stocks | 25.330 | 26.170 | 0.840 |
Bonds | 65.930 | 68.250 | 2.320 |
Convertible | 0.320 | 0.320 | 0.000 |
Other | 3.870 | 3.930 | 0.060 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.078 | 16.775 |
Price to Book | 2.698 | 2.544 |
Price to Sales | 1.819 | 1.826 |
Price to Cash Flow | 11.863 | 10.631 |
Dividend Yield | 2.526 | 2.767 |
5 Years Earnings Growth | 9.424 | 9.565 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.340 | 16.276 |
Healthcare | 18.110 | 18.905 |
Financial Services | 16.740 | 15.714 |
Industrials | 11.920 | 10.660 |
Consumer Cyclical | 10.250 | 9.516 |
Consumer Defensive | 8.230 | 10.853 |
Communication Services | 6.050 | 5.208 |
Basic Materials | 4.960 | 5.597 |
Energy | 2.250 | 3.252 |
Real Estate | 1.890 | 4.207 |
Utilities | 1.260 | 9.125 |
Number of long holdings: 156
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI USA ESG Screened UCITS Acc | IE00BFNM3G45 | 10.07 | 9.73 | -0.05% | |
Synchrony Optimised SPI ESG Weighted I | CH1181734430 | 7.59 | - | - | |
HSBC Global Aggregate Bond Index S6CHCHF | IE000KK4WM10 | 5.92 | - | - | |
UBS(Lux)FS SBI®FrgnAAA-BBB5-10ESGCHFAAcc | LU0950677863 | 3.44 | - | - | |
BSF Sustainable Euro Bond I2 EUR | LU1435395980 | 2.69 | - | - | |
BCV Systematic Premia Eq Opp B (CHF) Acc | LU0440307485 | 2.28 | - | - | |
Amundi Index Solutions - Amundi Index Euro AGG SRI | LU2182388236 | 2.14 | 43.54 | +0.20% | |
SKY Harbor Glb US SD Rspnb HY A CHFHAcc | LU0765417448 | 2.04 | - | - | |
LO Funds Swiss Franc Crdt Bd Frgn NA | LU0209983930 | 1.81 | - | - | |
iShares MSCI EMU ESG Screened UCITS ETF EUR (Acc) | IE00BFNM3B99 | 1.80 | 8.32 | -0.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV Strat FCP BCV Lux Strat Bal CHF | 121.71M | 4.64 | -0.73 | 1.81 |
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