Breaking News
Get 40% Off 0
🚀 AI-picked stocks soar in May. PRFT is +55%—in just 16 days! Don’t miss June’s top picks. Unlock full list
Close

Gothaer-global (0P00000OZ7)

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
 
123.890 -0.290    -0.23%
17/05 - Closed. Currency in EUR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 51.88M
Type:  Fund
Market:  Germany
Issuer:  INKA Internationale KAG mbH
ISIN:  DE0009770156 
Asset Class:  Equity
Gothaer-Global 123.890 -0.290 -0.23%

0P00000OZ7 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Gothaer-Global (0P00000OZ7) fund. Our Gothaer-Global 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 2.370 5.220 2.850
Stocks 95.820 95.820 0.000
Bonds 0.010 0.020 0.010
Other 1.800 1.800 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.924 16.758
Price to Book 3.156 2.646
Price to Sales 2.337 1.966
Price to Cash Flow 12.749 10.194
Dividend Yield 1.616 2.800
5 Years Earnings Growth 13.441 12.026

Sector Allocation

Name  Net % Category Average
Technology 26.770 19.994
Healthcare 13.510 13.966
Financial Services 11.560 18.289
Consumer Cyclical 11.360 12.361
Industrials 10.980 13.786
Communication Services 7.410 8.263
Consumer Defensive 7.380 9.239
Basic Materials 4.360 9.763
Utilities 2.530 5.808
Real Estate 2.150 4.676
Energy 2.000 8.897

Region Allocation

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

Top Holdings

Number of long holdings: 20

Number of short holdings: 7

Name ISIN Weight % Last Change %
  iShares MSCI USA ESG Screened UCITS Acc IE00BFNM3G45 8.51 9.86 -0.10%
  Invesco S&P 500 ESG IE00BKS7L097 8.49 72.84 -0.11%
  Amundi S&P 500 ESG UCITS Acc EUR LU1437017863 8.48 140.75 +0.05%
  UBS (Irl) plc - S&P 500 ESG UCITS USD A Dis IE00BHXMHK04 8.36 33.49 -0.06%
  Invesco MSCI USA ESG Universal Screened IE00BJQRDM08 8.08 79.80 -0.26%
  iShares MSCI USA ESG Enhanced UCITS ETF USD Acc IE00BHZPJ908 7.99 8.83 -0.10%
  Threadneedle (Lux) - Global Focus Class IE LU1491344765 5.95 25.290 -0.09%
MS INVF Global Sustain Z USD Acc LU1842711688 5.22 - -
  iShares MSCI World Value Factor ESG UCITS USD (Acc IE000H1H16W5 4.74 5.39 -0.35%
  MFS Meridian Funds - European Value Fund I1 EUR LU0219424487 4.72 470.390 +0.06%

Top Equity Funds by INKA Internationale KAG mbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  WHC Global Discovery 403.88M 2.97 -4.53 5.34
  Gothaer Comfort Dynamik T 227.49M 5.38 3.54 4.71
  Gothaer Comfort Balance T 215.01M 3.08 0.55 2.73
  Gothaer Comfort Ertrag A 206.13M 2.39 -1.66 1.18
  Gothaer Comfort Ertrag T 206.13M 0.56 -2.36 0.96
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.

0P00000OZ7 Comments

Write your thoughts about Gothaer-global
 
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