Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
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
 
136.140 -0.080    -0.06%
20/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 60.44M
Type:  Fund
Market:  Germany
Issuer:  INKA Internationale KAG mbH
ISIN:  DE0009770156 
Asset Class:  Equity
Gothaer-Global 136.140 -0.080 -0.06%

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 3.800 4.620 0.820
Stocks 96.150 96.150 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.692 16.342
Price to Book 3.561 2.722
Price to Sales 2.555 2.092
Price to Cash Flow 14.866 10.483
Dividend Yield 1.643 2.778
5 Years Earnings Growth 11.970 13.012

Sector Allocation

Name  Net % Category Average
Technology 31.460 20.011
Financial Services 13.190 19.445
Healthcare 12.350 12.883
Industrials 11.310 13.902
Consumer Cyclical 10.120 12.526
Communication Services 5.930 9.222
Consumer Defensive 5.310 8.423
Basic Materials 4.220 9.101
Energy 2.280 8.368
Utilities 2.100 5.566
Real Estate 1.730 4.457

Region Allocation

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

Top Holdings

Number of long holdings: 22

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Invesco S&P 500 ESG IE00BKS7L097 8.83 82.10 +1.08%
  Amundi S&P 500 ESG UCITS Acc EUR IE000KXCEXR3 8.78 163.98 -0.04%
  UBS (Irl) plc - S&P 500 ESG UCITS USD A Dis IE00BHXMHK04 8.72 38.68 -0.26%
  iShares MSCI USA ESG Screened UCITS Acc IE00BFNM3G45 8.03 11.71 -0.26%
  JPMorgan ETFs (Ireland) ICAV - US Research Enhance IE00BF4G7076 7.41 59.64 +0.74%
  Threadneedle (Lux) - Global Focus Class IE LU1491344765 6.94 28.836 +0.82%
  Brown Advisory US Sustainable Growth Fund EUR Clas IE00BF1T6Z79 6.74 30.620 +0.66%
  iShares MSCI World ESG Screened UCITS ETF USD (Acc IE00BFNM3J75 5.74 10.26 +0.76%
  Threadneedle Lux - European Select Class IE EUR Ac LU0713328374 5.67 51.667 +0.05%
  JPMorgan ETFs (Ireland) ICAV - Global Research Enh IE00BF4G6Y48 5.23 50.95 +0.69%

Top Equity Funds by Gothaer Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  APO Piano INKA 443.38M 8.52 0.85 1.69
  WHC Global Discovery 342.44M -5.75 -5.25 4.01
  Gothaer Comfort Dynamik T 273.13M 18.99 4.32 5.50
  Gothaer Comfort Balance T 226.02M 13.88 1.50 3.39
  Gothaer Comfort Ertrag T 210.59M 7.98 -1.24 1.38
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 Apple
Continue with Google
or
Sign up with Email