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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.270 | 34.180 | 26.910 |
Stocks | 73.330 | 73.510 | 0.180 |
Bonds | 19.050 | 19.140 | 0.090 |
Convertible | 0.230 | 0.230 | 0.000 |
Other | 0.110 | 0.110 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.366 | 16.157 |
Price to Book | 2.480 | 2.326 |
Price to Sales | 1.589 | 1.675 |
Price to Cash Flow | 10.197 | 9.529 |
Dividend Yield | 2.386 | 2.500 |
5 Years Earnings Growth | 11.790 | 11.173 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.990 | 19.381 |
Financial Services | 15.620 | 15.067 |
Consumer Cyclical | 13.950 | 12.185 |
Industrials | 13.170 | 12.265 |
Healthcare | 12.210 | 12.468 |
Consumer Defensive | 8.640 | 7.929 |
Communication Services | 6.840 | 7.150 |
Basic Materials | 4.820 | 7.112 |
Real Estate | 2.950 | 2.567 |
Energy | 2.420 | 4.657 |
Utilities | 2.390 | 3.509 |
Number of long holdings: 27
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) | IE00BZ173V67 | 10.97 | 1,707.20 | -0.25% | |
Amundi Index Solutions - Amundi S&P 500 ESG UCITS | LU2098887263 | 10.51 | 76.63 | 0.00% | |
iShares Sust MSCI USA SRI | IE00BYVJRR92 | 8.86 | 13.628 | -0.35% | |
iShares High Yield Corp Bond ESG UCITS EUR (Acc) | IE00BJK55C48 | 7.95 | 5.22 | -0.24% | |
iShares Sust MSCI Japan SRI EUR Hdg | IE00BYVJRQ85 | 7.61 | 10.648 | +0.34% | |
iShares EUR Corp Bond SRI UCITS | IE00BYZTVT56 | 7.46 | 4.63 | -0.23% | |
Amundi MSCI EMU UCITS | LU1602144575 | 6.56 | 306.60 | -0.08% | |
iShares MSCI Europe SRI UCITS ETF EUR | IE00B52VJ196 | 6.50 | 71.29 | -0.24% | |
Ofi Invest ESG Monétaire IC | FR0011381227 | 6.11 | - | - | |
Amundi Index Solutions - Amundi MSCI Europe SRI UC | LU1861137484 | 4.18 | 85.31 | -0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ofi RS Equilibre C D | 336.62M | 0.95 | -0.30 | 2.59 | ||
Ofi RS Euro Equity N D | 284.22M | 7.64 | 6.20 | 7.34 | ||
Ofi RS Euro Equity Smart Beta XL | 113.99M | 2.44 | 0.13 | 5.61 | ||
MAIF France Selection | 25.4M | 15.69 | 5.26 | 10.27 |
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