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March Pensión 80/20 Pp (LP77002201)

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25.100 +0.005    +0.02%
20/12 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 149.87M
March Pensión 80/20 PP 25.100 +0.005 +0.02%

LP77002201 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the March Pensión 80/20 PP (LP77002201) fund. Our March Pensión 80/20 PP portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Stocks 18.020 18.020 0.000
Bonds 91.740 92.050 0.310
Convertible 0.600 0.600 0.000
Preferred 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.942 14.830
Price to Book 2.968 2.117
Price to Sales 2.480 1.498
Price to Cash Flow 12.541 9.151
Dividend Yield 2.067 2.981
5 Years Earnings Growth 9.879 10.709

Sector Allocation

Name  Net % Category Average
Technology 26.120 18.752
Financial Services 13.770 16.895
Industrials 12.490 13.195
Healthcare 10.570 10.203
Consumer Cyclical 10.330 13.292
Communication Services 9.310 5.999
Consumer Defensive 6.160 8.082
Basic Materials 3.890 6.016
Energy 2.870 4.574
Utilities 2.330 2.453
Real Estate 2.160 2.308

Region Allocation

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

Top Holdings

Number of long holdings: 172

Number of short holdings: 2

Name ISIN Weight % Last Change %
Euro Bobl Future Mar 25 DE000F01NAE7 13.57 - -
  Spain 0 31-Jan-2026 ES0000012G91 7.25 97.600 -0.02%
  Spain 2.8 31-May-2026 ES0000012L29 3.33 100.723 -0.01%
  Spain 0 31-May-2025 ES0000012K38 2.95 98.865 +0.00%
  Spain 0 31-Jan-2027 ES0000012J15 2.38 95.580 +0.06%
Spain (Kingdom of) ES0L02506068 2.29 - -
Robeco Corporate Hybrid Bonds IH € LU1700711663 2.19 - -
La Française Sub Debt C FR0010674978 2.14 - -
Muzinich Glbl Mkt DurInvmtGrdHEURAccFdr IE000B321P61 2.10 - -
  Oddo Compass Euro High Yield Bond CI-EUR LU0115288721 2.08 36.744 +0.04%

Top Equity Funds by March Gestión de Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  March Pension 50/50 PP 143.39M 3.87 2.24 3.28
  March Acciones PP 72.18M 2.47 3.93 5.90
  March Ahorro PP 54.68M 3.79 1.69 2.80
  Plan de Pensiones Westinghouse 16.5M 3.60 1.67 2.61
  March Pension Rentaja 7.31M 13.51 -1.32 -0.27
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