Breaking News
Get 40% Off 0
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolios
Close

Hal Systematic Multi Asset Balanced Rt (0P0000H8PZ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
139.510 +0.740    +0.53%
15/05 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Germany
Issuer:  Universal-Investment GmbH
ISIN:  DE000A0MVZT6 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 149.24M
Lampe Ausgewogen 139.510 +0.740 +0.53%

0P0000H8PZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Lampe Ausgewogen (0P0000H8PZ) fund. Our Lampe Ausgewogen portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 2.510 39.150 36.640
Stocks 40.200 40.220 0.020
Bonds 34.680 46.420 11.740
Convertible 0.240 0.240 0.000
Preferred 0.050 0.060 0.010
Other 22.310 23.270 0.960

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.240 16.648
Price to Book 2.213 2.420
Price to Sales 1.504 1.719
Price to Cash Flow 8.441 10.140
Dividend Yield 2.592 2.471
5 Years Earnings Growth 11.143 10.874

Sector Allocation

Name  Net % Category Average
Technology 19.420 19.745
Financial Services 17.230 15.128
Healthcare 13.970 12.874
Consumer Cyclical 10.510 11.016
Industrials 10.380 12.217
Consumer Defensive 7.570 7.880
Communication Services 6.830 6.704
Basic Materials 4.770 5.258
Energy 3.940 4.264
Real Estate 2.940 3.728
Utilities 2.440 3.377

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: 4

Name ISIN Weight % Last Change %
  FundLogic Alternatives plc - SciBeta HFE US Equity IE00BDBRDW33 6.95 193.65 +0.53%
  Robeco QI Global Dynamic Duration IH € LU0239950693 6.68 143.210 +0.08%
  db x-trackers MSCI USA UCITS 1C LU0274210672 5.48 12,299.0 +0.56%
  UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCI IE00BDGV0415 4.87 32.58 +0.43%
GS Global Fixed Inc (Hdg) I Acc EUR LU0234681319 4.43 - -
Primus Fixed Income Smart Beta EUR I3C-E IE00BJLN9470 3.60 - -
  FundLogic Alternatives plc - SciBeta HFE Europe Eq IE00BDBRDV26 3.47 155.01 -0.14%
Legg Mason CB US Eq Sust Ldrs S USD Acc IE00BZ1BLN67 3.01 - -
HAL European Equities XT DE000A2DWUN3 2.67 - -
  Amundi Physical Gold C FR0013416716 2.40 87.02 -0.03%

Top Equity Funds by Bankhaus Lampe KG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Acatis Gane Value Event Fonds UI C 6.58B 2.87 4.23 6.36
  Acatis Gane Value Event Fonds UI A 6.58B 3.66 3.47 6.32
  Acatis Gane Value Event Fonds UI B 6.58B 3.85 3.91 6.76
  ACATIS Datini Valueflex Fonds A 802.3M 2.84 -0.13 11.65
  ACATIS Datini Valueflex Fonds B 802.3M 2.55 -0.96 10.84
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000H8PZ Comments

Write your thoughts about Hal Systematic Multi Asset Balanced Rt
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email