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Optimize Capital Reforma Ppr/oicvm Equilibrado - Fundo De Investimento Aberto De Poupança Reforma (0P0000UP13)

Lisbon

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16.699 -0.040 -0.25%

19/12 - Delayed Data. Currency in EUR

Morningstar Rating:
Total Assets: 22.34M

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZBHM0002

Asset Class: Equity

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0P0000UP13 Holdings

Comprehensive information about top holdings and Key Holding Information for the Optimize Capital Reforma PPR OICVM Equilibrado (0P0000UP13) fund. Our Optimize Capital Reforma PPR OICVM Equilibrado 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	0.330	16.540	16.210
Stocks	30.570	30.570	0.000
Bonds	63.440	67.740	4.300
Convertible	5.290	5.290	0.000
Preferred	0.100	0.100	0.000
Other	0.270	0.320	0.050

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.739	16.689
Price to Book	3.148	2.555
Price to Sales	1.899	1.867
Price to Cash Flow	11.180	10.778
Dividend Yield	1.944	2.449
5 Years Earnings Growth	12.049	11.191

Sector Allocation

Name	Net %	Category Average
Technology	26.300	20.798
Consumer Cyclical	16.530	10.716
Financial Services	12.800	15.576
Industrials	12.080	11.784
Healthcare	11.720	12.603
Communication Services	7.030	6.854
Consumer Defensive	4.600	7.423
Utilities	3.660	3.523
Basic Materials	2.950	5.104
Energy	1.690	3.978
Real Estate	0.650	3.898

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 82

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
OPTIMIZE Global Bond A EUR Acc	LU2215411468	7.76	-	-
OPTIMIZE SICAV Global Flexible A EUR Acc	LU2215411039	6.10	23.598	-0.22%
OPTIMIZE Europe Value A EUR Acc	LU2215410650	5.55	-	-
PIMCO Funds: Global Investors Series plc Income Fu	IE00B87KCF77	2.77	18.080	+0.28%
DPAM L - Bonds Emerging Markets Sustainable F	LU0907928062	2.66	156.320	-0.04%
AXAWF Euro Credit Total Ret I Cap EUR	LU1164223015	2.35	-	-
Jupiter Global Fund - Jupiter Dynamic Bond Class D	LU0895805017	2.30	12.490	-0.08%
Caixabank S.A. 6.125%	XS2630417124	2.12	-	-
Caixabank S.A. 7.5%	ES0840609053	2.06	-	-
Candriam Bonds Global High Yield Class V EUR Cap	LU0891839952	2.03	304.120	-0.37%

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZDHM0000	36.04M	7.93	1.59	2.24
PTOPZKHM0001	8.1M	4.57	-1.33	-
PTOPZNHM0008	8.1M	4.77	-1.11	-
PTOPZTHM0002	2.65M	-6.24	-16.76	-

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	Optimize Capital .	16.699	-0.040	-0.25%