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Optimize Selecção Agressiva A - Fundo De Investimento Aberto Flexível (0P000172UX)

Lisbon

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12.115 -0.406 -3.24%

03/04 - Closed. Currency in EUR

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZKHM0001

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.56M

General
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0P000172UX Holdings

Comprehensive information about top holdings and Key Holding Information for the Optimize Seleção Agressiva A - Fundo (0P000172UX) fund. Our Optimize Seleção Agressiva A - Fundo 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	5.560	6.650	1.090
Stocks	66.450	66.450	0.000
Bonds	27.760	27.850	0.090
Convertible	0.050	0.050	0.000
Preferred	0.010	0.010	0.000
Other	0.180	0.180	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.628	16.847
Price to Book	1.741	2.568
Price to Sales	1.406	1.840
Price to Cash Flow	7.035	10.821
Dividend Yield	3.517	2.390
5 Years Earnings Growth	10.074	10.383

Sector Allocation

Name	Net %	Category Average
Financial Services	20.580	15.638
Technology	16.310	21.325
Industrials	10.710	12.202
Consumer Defensive	10.100	7.070
Consumer Cyclical	9.160	10.927
Healthcare	8.320	12.189
Basic Materials	8.180	5.453
Communication Services	7.020	7.451
Energy	5.250	3.577
Real Estate	2.230	3.001
Utilities	2.140	2.958

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Nasdaq 100 UCITS	IE00B53SZB19	7.69	1,018.39	-4.94%
iShares Sust MSCI USA SRI	IE00BYVJRR92	7.26	12.920	-4.10%
iShares $ High Yield Corporate Bond UCITS	IE00B4PY7Y77	5.08	92.92	-1.52%
iShares $ Treasury Bond 3-7yr UCITS ETF USD	IE00B3VWN393	5.06	139.48	+0.50%
Amundi Index Solutions - Amundi Index US Corp SRI	LU1806495575	5.06	59.79	+0.03%
Candriam Bonds Euro High Yield Class I EUR Cap	LU0144746509	5.04	1,517.750	-0.26%
JPM USD Ultra-Short Income UCITS USD (acc)	IE00BG8BCY43	5.02	119.10	+0.02%
Fidelity Funds - US Dollar Bond Fund Y-Acc-USD	LU0346392482	4.95	17.650	+0.51%
iShares MSCI China A UCITS USD	IE00BQT3WG13	4.94	4.35	-3.55%
iShares Core FTSE 100 UCITS ETF GBP (Dist)	IE0005042456	4.92	786.80	-4.91%

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZDHM0000	43.94M	0.97	3.55	1.54
PTOPZBHM0002	22.84M	0.81	3.54	1.28
PTOPZNHM0008	7.56M	5.78	-0.91	-
PTOPZTHM0002	2.36M	2.20	-12.34	-

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