Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Close

Bpi Reforma Global Equities Ppr/oicvm Fundo De Investimento Aberto De Ações De Poupança Reforma (0P0001ITBQ)

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
 
6.894 +0.020    +0.24%
26/04 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Portugal
Issuer:  BPI Gestão de Activos SGOIC SA
ISIN:  PTYPIEHM0024 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.3M
BPI Reforma Global Equities PPR/OICVM Fundo de Inv 6.894 +0.020 +0.24%

0P0001ITBQ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BPI Reforma Global Equities PPR/OICVM Fundo de Inv (0P0001ITBQ) fund. Our BPI Reforma Global Equities PPR/OICVM Fundo de Inv 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 3.680 3.680 0.000
Stocks 92.210 92.210 0.000
Other 4.120 4.120 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 29.173 17.700
Price to Book 9.824 2.843
Price to Sales 4.950 1.999
Price to Cash Flow 22.436 11.581
Dividend Yield 1.271 2.107
5 Years Earnings Growth 11.867 10.973

Sector Allocation

Name  Net % Category Average
Technology 27.050 22.024
Healthcare 19.360 14.373
Consumer Cyclical 14.200 10.756
Consumer Defensive 12.780 8.411
Industrials 12.740 12.079
Financial Services 8.390 15.440
Communication Services 5.480 7.226

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 66

Number of short holdings: 1

Name ISIN Weight % Last Change %
Bpi Opportunities-M LU2710745907 4.11 - -
  BPI Global Investment Fund Opportunities I LU0220377575 2.87 16.737 -0.41%
  KLA Corp US4824801009 2.83 689.29 -3.45%
  Microsoft US5949181045 2.63 389.33 -3.21%
  Meta Platforms US30303M1027 2.59 430.17 -0.57%
  ASML Holding NL0010273215 2.59 832.70 -1.77%
  Copart US2172041061 2.50 54.31 -2.51%
  Inditex ES0148396007 2.49 42.850 -2.33%
  Cadence Design US1273871087 2.43 275.63 -2.43%
  Eli Lilly US5324571083 2.34 781.56 +6.02%

Top Equity Funds by BPI Gestão de Activos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTYPIQLM0008 702.84M 0.32 -2.27 -0.10
  PTYPJDLM0002 166.19M 2.88 1.13 1.35
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.

0P0001ITBQ Comments

Write your thoughts about Bpi Reforma Global Equities Ppr/oicvm Fundo De Investimento Aberto De Ações De Poupança Reforma
 
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