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Belfius Plan Equities (0P00000ONL)

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582.460 -7.080    -1.20%
17/12 - Closed. Currency in EUR
Type:  Fund
Market:  Belgium
Issuer:  Belfius Investment Partners
ISIN:  BE0168174739 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 155.8M
Belfius Plan Equities 582.460 -7.080 -1.20%

0P00000ONL Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Belfius Plan Equities (0P00000ONL) fund. Our Belfius Plan Equities 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 3.250 4.480 1.230
Stocks 92.220 92.280 0.060
Bonds 0.190 0.190 0.000
Other 4.340 4.340 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.914 17.920
Price to Book 2.416 3.008
Price to Sales 1.711 2.197
Price to Cash Flow 11.372 12.283
Dividend Yield 2.395 2.054
5 Years Earnings Growth 10.469 11.330

Sector Allocation

Name  Net % Category Average
Technology 22.340 23.503
Healthcare 15.330 13.547
Financial Services 15.060 16.132
Industrials 12.140 11.592
Consumer Cyclical 10.460 10.463
Consumer Defensive 6.870 7.797
Communication Services 6.850 7.639
Basic Materials 4.080 4.138
Real Estate 2.620 2.814
Utilities 2.300 2.726
Energy 1.940 3.648

Region Allocation

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

Top Holdings

Number of long holdings: 31

Number of short holdings: 5

Name ISIN Weight % Last Change %
  Cleome Index Europe Equities Z EUR Acc LU0479710047 19.23 2,619.800 -1.52%
  Cleome Index USA Equities Z USD Acc LU0644256330 18.90 4,730.380 -0.15%
Candriam Sustainable Eq US Z USD Acc LU2227859522 17.01 - -
Candriam Sust Eq Quant Eurp Z EUR Acc LU2378105204 9.03 - -
Candriam Sst Eq Em Mkts Z € Acc LU1434525066 8.69 - -
Candriam Sst Eq Euro Z Acc € LU1313772318 6.93 - -
Candriam Sst Eq EM Ex-China Z EUR Acc LU2720178917 4.15 - -
Candriam Sst Eq Japan Z JPYAcc LU1434527278 2.74 - -
  IndexIQ Factors Sustainable Japan Equity Cap LU1603797587 2.02 38.69 +0.78%
  IndexIQ Factors Sustainable Europe Equity UCITS ET LU1603795458 1.99 38.83 -0.26%

Top Equity Funds by Belfius Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Belfius Pension Fund High Equities 2.2B 6.92 1.03 4.80
  BE6286716491 2.15B 10.10 1.30 -
  Belfius Innovative Technology C 1.54B 21.02 6.09 -
  Belfius Pension Fund Balanced Plus 1.2B 6.40 0.81 3.28
  BE6314674712 674.28M 8.86 -5.25 -
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