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Cartera Naranja 50/50 Fi (0P0001E1ZM)

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12.409 -0.010    -0.08%
18/12 - Delayed Data. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 465.63M
Type:  Fund
Market:  Spain
Issuer:  Amundi Iberia SGIIC
ISIN:  ES0162294005 
S/N:  5125018
Asset Class:  Equity
Cartera Naranja 50/50 FI 12.409 -0.010 -0.08%

0P0001E1ZM Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Cartera Naranja 50/50 FI (0P0001E1ZM) fund. Our Cartera Naranja 50/50 FI portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.950 2.000 0.050
Stocks 48.410 48.410 0.000
Bonds 49.420 49.420 0.000
Convertible 0.140 0.140 0.000
Other 0.080 0.080 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.732 16.689
Price to Book 2.930 2.555
Price to Sales 2.245 1.867
Price to Cash Flow 13.017 10.778
Dividend Yield 1.946 2.449
5 Years Earnings Growth 10.603 11.191

Sector Allocation

Name  Net % Category Average
Technology 27.640 20.798
Financial Services 15.220 15.576
Healthcare 12.610 12.603
Industrials 12.330 11.784
Consumer Cyclical 10.720 10.716
Communication Services 6.640 6.854
Consumer Defensive 5.040 7.423
Real Estate 3.570 3.898
Basic Materials 2.990 5.104
Utilities 2.310 3.523
Energy 0.930 3.978

Region Allocation

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

Top Holdings

Number of long holdings: 15

Number of short holdings: 0

Name ISIN Weight % Last Change %
  AMUNDI MSCI USA SRI Climate Net Zero Ambition PAB IE000R85HL30 14.58 112.32 -0.14%
  Amundi MSCI USA ESG Climate Net Zero Ambition CTB IE000QQ8Z0D8 14.53 562.70 -0.58%
  Amundi Index Solutions - Amundi Index US Corp SRI LU2297533809 9.98 38.64 -0.30%
  Vanguard U.S. Government Bond Index Fund Instituti IE00BF6T7R10 9.94 89.824 +0.18%
  Amundi ETF Govt Bond EuroMTS Broad Investment Grad LU1681046261 9.91 220.79 -0.18%
  db x-trackers II iBoxx Sovereign Eurozone Yield Pl LU0925589839 4.95 146.90 +0.02%
  iShares MSCI Japan SRI Acc Share Class IE00BYX8XC17 4.95 551.67 -0.87%
  Lyxor iBoxx $ Treasuries 1-3 DR Monthly Hedged D-E LU1407887329 4.95 83.34 +0.01%
CSIF (Lux) Bd GovtEmMktsUSDESGBl WBXHEUR LU2060604845 4.94 - -
  Amundi Index Solutions Barclays Euro AGG Corporate LU1437018168 4.93 52.52 +0.08%

Top Equity Funds by Amundi Iberia SGIIC

  Name Rating Total Assets YTD% 3Y% 10Y%
  ING Direct Fondo Naranja Standard&P 1.04B 31.93 12.56 13.53
  Cartera Naranja 40/60 FI 292.95M 8.39 1.08 -
  ING Direct FN Moderado FI 235.75M 5.79 -0.49 1.48
  ING Direct Fondo Naranja Ibex 35 FI 235.37M 18.91 15.27 3.52
  Cartera Naranja 75/25 FI 238.79M 16.18 5.10 -
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