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Tailor Allocation Defensive B (0P0000Y2IV)

Paris

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127.620 +0.030 +0.02%

23/12 - Closed. Currency in EUR

Type: Fund

Market: France

Issuer: Haas Gestion

ISIN: FR0011408806

Asset Class: Equity

Morningstar Rating:
Total Assets: 78.16M

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0P0000Y2IV Holdings

Comprehensive information about top holdings and Key Holding Information for the Epargne Patrimoine B (0P0000Y2IV) fund. Our Epargne Patrimoine B 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	16.670	43.110	26.440
Stocks	18.200	18.200	0.000
Bonds	63.470	63.550	0.080
Convertible	0.450	0.450	0.000
Other	1.200	1.920	0.720

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.154	15.267
Price to Book	1.606	2.202
Price to Sales	1.662	1.543
Price to Cash Flow	10.606	9.603
Dividend Yield	3.928	3.003
5 Years Earnings Growth	9.989	10.546

Sector Allocation

Name	Net %	Category Average
Technology	21.840	17.242
Industrials	17.830	15.075
Financial Services	15.820	16.976
Real Estate	13.650	2.837
Energy	7.750	4.677
Healthcare	6.140	12.232
Basic Materials	5.800	6.027
Consumer Cyclical	4.680	10.651
Consumer Defensive	2.890	7.290
Utilities	2.070	4.774
Communication Services	1.520	6.400

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 23

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Tailor Crédit Rendement Cible I	FR0011819036	17.86	-	-
Tailor Crédit Short Duration I	FR0013287646	15.72	-	-
iShares € Corp Bond ESG UCITS EUR (Acc)	IE000L2TO2T2	12.54	5.22	0.00%
BNP Paribas Easy JPM ESG EMU Government Bond IG 3-	LU2244387457	10.01	9.59	-0.10%
Tailor Actions Avenir ISR I	FR0013342060	6.58	-	-
Tailor Credit 2028 I	FR001400BW13	6.55	-	-
Neuberger Berman Eurp HY Bd EUR Y Acc	IE000TAL07E4	5.76	-	-
Lyxor US Treasury 10+Y (DR) UCITS Acc	LU1407890547	4.42	6.63	-0.60%
Federal Support Monétaire ESG SI	FR0007045109	4.40	-	-
Xtrackers S&P 500 Equal Weight ESG UCITS 1C	IE0004MFRED4	3.64	45.09	-0.31%

Top Equity Funds by Tailor AM

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Epargne Patrimoine C		78.16M	6.14	1.69	1.63
	Epargne Patrimoine I		78.16M	6.54	2.30	2.21

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Epargne Patrimoin.	127.620	+0.030	+0.02%