Breaking News
Get 55% Off 0
Final hours! Save up to 55% OFF InvestingPro
CLAIM SALE
Close

Ibercaja Gestión Evolución Pp (0P00001463)

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
 
7.676 -0.020    -0.30%
18/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 603.01M
Type:  Fund
Market:  Spain
Asset Class:  Equity
Ibercaja Gestión Evolución PP 7.676 -0.020 -0.30%

0P00001463 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Ibercaja Gestión Evolución PP (0P00001463) fund. Our Ibercaja Gestión Evolución PP 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 10.330 10.330 0.000
Stocks 34.080 34.080 0.000
Bonds 53.590 53.590 0.000
Convertible 1.510 1.510 0.000
Other 0.490 0.490 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.402 14.830
Price to Book 2.733 2.117
Price to Sales 1.618 1.498
Price to Cash Flow 10.632 9.151
Dividend Yield 2.276 2.981
5 Years Earnings Growth 10.815 10.709

Sector Allocation

Name  Net % Category Average
Technology 22.110 18.752
Financial Services 16.280 16.895
Communication Services 13.780 5.999
Consumer Defensive 12.680 8.082
Consumer Cyclical 12.540 13.292
Healthcare 9.920 10.203
Utilities 5.500 2.453
Industrials 3.930 13.195
Energy 1.640 4.574
Basic Materials 1.400 6.016
Real Estate 0.220 2.308

Region Allocation

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

Top Holdings

Number of long holdings: 200

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Amundi MSCI World II UCITS ETF FR0010315770 3.27 354.63 -0.11%
Alphabet Inc Class A - 2.98 - -
  Italy 4.2 01-Mar-2034 IT0005560948 2.80 106.590 -0.40%
  Spain .1 30-Apr-2031 ES0000012H41 2.20 85.230 -0.23%
Apple Inc - 1.92 - -
  Btp Tf 1.25% Dc26 Eur IT0005210650 1.62 98.11 -0.04%
  Spain .7 30-Apr-2032 ES0000012K20 1.50 86.460 -0.39%
Intesa Sanpaolo S.p.A. 5% XS2592650373 1.49 - -
  Louis Vuitton FR0000121014 1.48 629.20 +0.18%
Wells Fargo & Co. 1.338% XS2167007249 1.44 - -

Top Equity Funds by Ibercaja Pensión EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ibercaja Gestion Equilibrada PP 711.72M 5.26 0.87 1.06
  ibercaja Sostenible y Solidario 333.9M 11.88 2.43 4.75
  Ibercaja Pension IV PP 293.41M 17.28 6.87 5.46
  Ibercaja Pension III PP 288.93M 5.09 2.60 1.35
  Ibercaja Gestion Crecimiento PP 212.96M 11.67 3.35 2.84
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.

0P00001463 Comments

Write your thoughts about Ibercaja Gestión Evolución Pp
 
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