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Aktia Wealth Allocation+ Balanced B (0P00017BF8)

Helsinki

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157.627 +0.310 +0.20%

09/01 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 42.1M

Type: Fund

Market: Finland

Issuer: Taaleri Rahastoyhtiö Oy

ISIN: FI4000188693

Asset Class: Equity

General
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0P00017BF8 Holdings

Comprehensive information about top holdings and Key Holding Information for the Taaleri Moderate Owner A (0P00017BF8) fund. Our Taaleri Moderate Owner A 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	8.300	15.360	7.060
Stocks	39.830	39.830	0.000
Bonds	40.110	40.110	0.000
Convertible	0.540	0.540	0.000
Preferred	0.060	0.060	0.000
Other	11.180	11.180	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.367	15.011
Price to Book	2.387	2.094
Price to Sales	1.699	1.454
Price to Cash Flow	11.594	9.022
Dividend Yield	2.614	3.007
5 Years Earnings Growth	10.227	10.152

Sector Allocation

Name	Net %	Category Average
Technology	24.570	15.816
Financial Services	15.630	16.837
Industrials	12.680	14.603
Consumer Cyclical	11.680	11.681
Healthcare	8.650	11.791
Communication Services	7.670	5.949
Consumer Defensive	5.740	8.255
Basic Materials	3.950	6.158
Energy	3.910	4.689
Utilities	3.440	4.694
Real Estate	2.080	2.855

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 39

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
iShares Core S&P 500 UCITS	IE00B5BMR087	11.52	617.18	-1.51%
UI - Aktia EM Local Ccy Bd+ R EUR	LU1669794395	7.87	-	-
Aktia Nordic High Yield X	FI4000571880	7.34	-	-
Amundi MSCI EMU UCITS	LU1602144575	7.26	296.45	-0.72%
JPMorgan ETFs (Ireland) ICAV - US Research Enhance	IE00BF4G7076	7.08	58.03	-1.63%
Aktia Short-Term Corporate Bond X	FI4000301114	6.33	-	-
Aktia Capital X	FI4000513478	6.27	-	-
Aktia Corporate Bond+ X	FI4000301106	6.10	-	-
iShares Core MSCI Emerging Markets IMI UCITS	IE00BKM4GZ66	5.28	33.28	-1.86%
Aktia European High Yield Bond+ X	FI4000410337	3.95	-	-

Top Equity Funds by Aktia Rahastoyhtiö Oy

Name	Total Assets	YTD%	3Y%	10Y%
Taaleri Micro Markka Equity A	34.95M	-10.20	-16.20	10.58
Taaleri Micro Markka Equity B	34.95M	-10.20	-16.20	10.59
Taaleri Cautious Owner A	25.8M	4.99	2.47	-
Taaleri Courageous Owner A	22.39M	11.02	4.06	-
Taaleri Micro Rhein Equity A	21.75M	-10.09	-16.01	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Taaleri Moderate .	157.627	+0.310	+0.20%