Breaking News
Get 50% Off 0
🌎 30+ NEW AI-picked stock strategies for exciting international markets
Unlock Global AI Picks
Close

Cd Global Invest (0P0000G6ZW)

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 Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
284.110 +1.390    +0.49%
16/01 - Delayed Data. Currency in CHF
Type:  Fund
Market:  Liechtenstein
Issuer:  IFM Independent Fund Management AG
ISIN:  LI0033840716 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.65M
Dm Global Invest Acc 284.110 +1.390 +0.49%

0P0000G6ZW Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Dm Global Invest Acc (0P0000G6ZW) fund. Our Dm Global Invest Acc 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 Watchlist  
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 0.390 0.400 0.010
Stocks 99.930 99.930 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.633 18.062
Price to Book 4.048 3.041
Price to Sales 2.364 2.219
Price to Cash Flow 12.779 12.368
Dividend Yield 2.385 2.034
5 Years Earnings Growth 8.227 11.081

Sector Allocation

Name  Net % Category Average
Healthcare 21.560 13.290
Technology 12.600 23.740
Industrials 11.380 11.525
Basic Materials 11.190 4.065
Financial Services 11.170 16.280
Consumer Defensive 9.720 7.720
Consumer Cyclical 8.650 10.546
Communication Services 6.500 7.711
Energy 4.820 3.588
Utilities 2.370 2.680
Real Estate 0.060 2.790

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 52

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Apple US0378331005 4.50 222.64 -3.19%
  Alphabet A US02079K3059 3.86 198.05 +1.05%
  Nestle CH0038863350 3.30 74.54 -0.27%
  Roche Holding Participation CH0012032048 3.27 275.30 +1.89%
  Holcim CH0012214059 3.24 88.70 +0.54%
  Mastercard US57636Q1040 3.06 528.06 +0.64%
  Novartis CH0012005267 3.03 90.38 +1.14%
  Lindt & Spruengli N CH0010570759 2.83 100,800.0 -0.79%
  Microsoft US5949181045 2.82 428.50 -0.12%
  Hermes International FR0000052292 2.72 2,594.00 +1.25%

Top Equity Funds by Trafina Privatbank AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Stream Invest Acc 28.55M -9.43 -0.62 4.61
  AAE Global Strategy Fund 2.93M 18.28 -1.48 4.69
Comment Guidelines

We encourage you to use comments to engage with other 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, don’t trash it.

  •           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. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. 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.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000G6ZW Comments

Write your thoughts about Cd Global Invest
 
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