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Smart Invest Ppr/oicvm Moderado Fundo De Investimento Mobiliário Aberto De Poupança Reforma (0P0001LHA6)

Lisbon

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5.507 +0.030 +0.59%

13/02 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 9.8M

Type: Fund

Market: Portugal

Issuer: Invest Gestão de Activos SGFIM SA

ISIN: PTARMHHM0005

Asset Class: Equity

General
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Technical
- Technical Analysis
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0P0001LHA6 Holdings

Comprehensive information about top holdings and Key Holding Information for the Smart Invest PPR/OICVM Moderado Fundo de Investime (0P0001LHA6) fund. Our Smart Invest PPR/OICVM Moderado Fundo de Investime 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	0.290	51.120	50.830
Stocks	45.040	45.040	0.000
Bonds	54.240	54.240	0.000
Convertible	0.350	0.350	0.000
Other	0.080	0.080	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.017	16.787
Price to Book	2.192	2.581
Price to Sales	1.624	1.874
Price to Cash Flow	10.172	10.846
Dividend Yield	2.774	2.418
5 Years Earnings Growth	10.978	10.684

Sector Allocation

Name	Net %	Category Average
Technology	20.940	21.090
Financial Services	18.110	16.092
Industrials	12.280	11.862
Consumer Cyclical	10.990	10.955
Healthcare	10.600	12.157
Communication Services	7.350	7.084
Consumer Defensive	6.890	7.300
Basic Materials	4.130	4.881
Energy	4.000	3.880
Utilities	2.950	3.389
Real Estate	1.760	3.620

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Amundi Stoxx Europe 600 UCITS C	LU0908500753	17.72	258.67	-0.24%
iShares S&P 500 EUR Hedged UCITS	IE00B3ZW0K18	15.89	127.92	+0.50%
iShares Euro Government Bond 3-7Yr UCITS Acc	IE00B3VTML14	12.14	131.17	-0.08%
db x-trackers II iBoxx Sovereigns Eurozone 5-7 UCI	LU0290357176	9.97	230.59	-0.10%
Xtrackers MSCI Emerging Markets UCITS	IE00BTJRMP35	8.88	56.438	+0.07%
db x-trackers II iBoxx Liquid Corporate UCITS 1C	LU0478205379	8.31	159.06	-0.04%
iShares Global High Yield Corp Bond UCITS ETF EUR	IE00BJSFR200	8.28	4.47	-0.22%
iShares $ Treasury Bond 7-10yr UCITS ETF EUR Hedge	IE00BGPP6697	6.05	3.98	+0.76%
iShares Emerging Markets Local Government Bond UCI	IE00B5M4WH52	5.44	33.90	+0.09%
iShares 7-10 Year Treasury Bond	US4642874402	4.56	93.32	+0.42%

Top Equity Funds by Invest Gestão de Activos SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
Alves Ribeiro PPR Fundo de Invest	281.15M	6.96	1.81	5.18
PTARMIHM0004	14.48M	12.15	3.22	-
PTARMGHM0006	3.51M	3.76	-1.45	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Smart Invest PPR/.	5.507	+0.030	+0.59%