Breaking News
Get 55% Off 0
👀 Ones to watch: The MOST undervalued stocks to buy right now
See Undervalued Stocks
Close

Blue Mountain (0P0000K7G9)

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
 
264.650 -1.380    -0.52%
15/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 23.71M
Type:  Fund
Market:  France
Issuer:  UBS La Maison de Gestion
ISIN:  FR0010329342 
Asset Class:  Equity
Blue Mountain 264.650 -1.380 -0.52%

0P0000K7G9 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Blue Mountain (0P0000K7G9) fund. Our Blue Mountain 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 6.570 16.220 9.650
Stocks 71.350 71.430 0.080
Bonds 11.020 11.020 0.000
Convertible 0.170 0.170 0.000
Other 10.890 10.930 0.040

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.477 16.411
Price to Book 1.194 2.476
Price to Sales 0.637 1.842
Price to Cash Flow 4.022 10.152
Dividend Yield 4.030 2.444
5 Years Earnings Growth 8.560 12.389

Sector Allocation

Name  Net % Category Average
Industrials 22.990 11.985
Consumer Cyclical 15.740 12.352
Consumer Defensive 11.720 7.852
Financial Services 11.200 15.288
Technology 10.610 20.453
Healthcare 8.940 12.604
Communication Services 7.090 7.527
Basic Materials 4.900 6.800
Energy 4.620 3.351
Utilities 1.540 3.158
Real Estate 0.670 3.014

Region Allocation

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

Top Holdings

Number of long holdings: 69

Number of short holdings: 11

Name ISIN Weight % Last Change %
LMdG Flex Court Terme (EUR) I FR0010762302 7.23 - -
  Federated Hermes Global Emerging Markets Equity Fu IE00BZ4C8G84 6.26 3.289 -0.41%
OFI Precious Metals I FR0011170786 5.75 - -
LMdG Familles & Entrepreneurs (EUR) I FR0013355930 5.06 - -
LMdG Smid Cap (EUR) I FR0011316744 4.02 - -
  UBS (Irl) ETF plc – MSCI USA 100% hedged to EUR UC IE00BD4TYG73 3.88 46.42 +0.63%
  Vanguard US Opportunities Inst USD IE00B03HCY54 3.74 1,595.132 +0.88%
LMdG Dolan McEniry US Corp 2022 EUR C FR0013413309 2.60 - -
  Xtrackers DAX UCITS ETF 1C LU0274211480 2.42 182.62 +0.37%
  Valeo FR0013176526 2.25 8.34 +2.21%

Top Equity Funds by UBS La Maison de Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS F Flex Patrimoine EUR i EUR 123.47M 1.06 -2.31 1.59
  UBS F Flex Patrimoine EUR R EUR 123.47M 0.64 -2.80 1.08
  UBS F Opportunites Monde 50 EUR R 106.87M 9.23 1.11 2.69
  Selection Internationale Privee C 80.96M 7.29 0.37 3.46
  SJP Invest 74.4M 5.56 2.15 5.50
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.

0P0000K7G9 Comments

Write your thoughts about Blue Mountain
 
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 Apple
Continue with Google
or
Sign up with Email