Breaking News
Get 50% Off 0
😎 Summer Sale Exclusive - Up to 50% off AI-powered stock picks by InvestingPro CLAIM SALE
Close

Axa Investplus Equity Satellite (0P0000Q3IN)

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
 
175.270 -1.240    -0.70%
19/07 - Closed. Currency in EUR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 222.84M
Type:  Fund
Market:  Luxembourg
Issuer:  AXA Funds Management S.A.
ISIN:  LU0472946226 
Asset Class:  Equity
AXA Investplus Equity Satellite 175.270 -1.240 -0.70%

0P0000Q3IN Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AXA Investplus Equity Satellite (0P0000Q3IN) fund. Our AXA Investplus Equity Satellite 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 0.300 2.260 1.960
Stocks 29.040 29.050 0.010
Bonds 0.030 0.030 0.000
Other 70.620 70.720 0.100

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.631 17.898
Price to Book 2.119 2.874
Price to Sales 1.967 2.059
Price to Cash Flow 6.223 11.811
Dividend Yield 2.162 2.112
5 Years Earnings Growth 12.182 11.079

Sector Allocation

Name  Net % Category Average
Financial Services 30.340 15.569
Technology 28.410 22.324
Industrials 11.900 12.030
Consumer Cyclical 7.840 10.508
Utilities 7.510 2.604
Real Estate 4.590 2.768
Communication Services 2.760 7.406
Energy 2.480 3.970
Healthcare 1.440 14.225
Consumer Defensive 1.420 8.296
Basic Materials 1.320 4.356

Region Allocation

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

Top Holdings

Number of long holdings: 15

Number of short holdings: 0

Name ISIN Weight % Last Change %
Jp Morgan Fds Europe Equity Plus A Perf Eur Cap - 11.24 - -
Blackrock Global Fds European Value D2 Cap - 11.10 - -
R Conviction Eur I Dist - 8.17 - -
Acmbernstein Sicav Conc Us Equity Ptf I Usd Cap - 7.97 - -
AXA Framlington Global Technology - 7.43 - -
Schroder Investment Fd Co European Alpha Income L Cap - 7.11 - -
Aberdeen Global Asian Smaller Co Fd I2 Cap - 6.57 - -
GAM Star China Equity Ordinary EUR Acc IE00B1W3WK72 6.18 - -
  The Jupiter Global Fund Jupiter Financial Inno LU0262307480 5.98 21.780 +0.28%
Fidelity Fds Global Telecommunications Y Eur Cap - 5.93 - -

Top Equity Funds by AXA Funds Management S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global SmartBeta Equity ZI Capitale 1.93B 12.58 9.95 11.97
  LU1774149998 1.93B 12.37 9.57 11.57
  LU0389655811 1.58B 7.60 5.86 5.99
  LU1536921650 1.1B 16.00 3.44 -
  Global Optimal Income A Capitalisat 663.45M 9.20 -0.97 3.71
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.

0P0000Q3IN Comments

Write your thoughts about Axa Investplus Equity Satellite
 
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