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Tailor Allocation Defensive I (0P00014BC6)

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1,319.260 -0.220 -0.02%

24/02 - Delayed Data. Currency in EUR

Morningstar Rating:
Total Assets: 84.65M

Type: Fund

Market: France

Issuer: Haas Gestion

ISIN: FR0011731793

Asset Class: Equity

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0P00014BC6 Holdings

Comprehensive information about top holdings and Key Holding Information for the Epargne Patrimoine I (0P00014BC6) fund. Our Epargne Patrimoine I 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	17.980	46.050	28.070
Stocks	23.420	23.420	0.000
Bonds	56.500	56.580	0.080
Convertible	0.460	0.460	0.000
Other	1.640	1.770	0.130

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.182	15.669
Price to Book	1.905	2.242
Price to Sales	1.891	1.552
Price to Cash Flow	11.916	9.727
Dividend Yield	3.426	2.982
5 Years Earnings Growth	10.837	10.330

Sector Allocation

Name	Net %	Category Average
Technology	20.710	17.314
Financial Services	17.460	17.346
Industrials	16.500	15.191
Real Estate	11.360	2.945
Consumer Cyclical	8.380	10.993
Healthcare	8.300	11.879
Basic Materials	5.900	5.854
Consumer Defensive	4.010	7.166
Energy	2.980	4.445
Communication Services	2.580	6.257
Utilities	1.810	4.698

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Tailor Crédit Rendement Cible I	FR0011819036	17.86	-	-
Tailor Crédit Short Duration I	FR0013287646	15.75	-	-
iShares € Corp Bond ESG UCITS EUR (Acc)	IE000L2TO2T2	12.52	5.27	+0.13%
Tailor Actions Avenir ISR I	FR0013342060	7.86	-	-
Tailor Credit 2028 I	FR001400BW13	6.59	-	-
Neuberger Berman Eurp HY Bd EUR Y Acc	IE000TAL07E4	5.84	-	-
Xtrackers S&P 500 Equal Weight ESG UCITS 1C	IE0004MFRED4	5.80	46.02	+0.78%
BNP Paribas Easy Bloomberg-Barclays Euro Aggregate	LU1481202692	5.54	9.47	+0.09%
Amundi MSCI Europe UCITS EUR	LU1681042609	5.41	369.30	+1.04%
Lyxor US Treasury 10+Y (DR) UCITS Acc	LU1407890547	4.26	6.84	+0.25%

Top Equity Funds by Tailor AM

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Epargne Patrimoine C		84.65M	1.46	2.18	1.32
	Epargne Patrimoine B		84.65M	1.40	1.89	1.06

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Epargne Patrimoin.	1,319.260	-0.220	-0.02%