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Caixa Seleção Global Moderado - Fundo De Investimento Mobiliário Aberto (0P000013BM)

Lisbon

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8.112 -0.010 -0.09%

07/03 - Closed. Currency in EUR

Type: Fund

Market: Portugal

Issuer: Caixa Gestão de Ativos Sociedade Gestora de Fundos de Investimento, S.A.

ISIN: PTYCXKLP0007

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.06B

General
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0P000013BM Holdings

Comprehensive information about top holdings and Key Holding Information for the Caixa Seleção Global Moderado FIMA (0P000013BM) fund. Our Caixa Seleção Global Moderado FIMA 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	4.110	9.590	5.480
Stocks	31.150	31.150	0.000
Bonds	62.380	64.490	2.110
Convertible	0.460	0.460	0.000
Preferred	0.040	0.040	0.000
Other	1.870	2.100	0.230

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.105	16.388
Price to Book	2.124	2.481
Price to Sales	1.588	1.808
Price to Cash Flow	9.913	10.514
Dividend Yield	2.835	2.555
5 Years Earnings Growth	9.732	10.454

Sector Allocation

Name	Net %	Category Average
Technology	19.530	21.121
Financial Services	17.810	16.949
Industrials	15.170	11.613
Consumer Cyclical	12.150	11.276
Healthcare	9.950	11.954
Consumer Defensive	7.240	7.219
Communication Services	6.450	7.185
Basic Materials	4.370	5.002
Utilities	2.980	3.374
Energy	2.830	3.564
Real Estate	1.520	3.978

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 131

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
db x-trackers II iBoxx $ Treasuries DR 2D	LU1399300455	14.03	92.54	-0.13%
iShares Core € Govt Bond UCITS ETF EUR	IE00B4WXJJ64	9.53	91.71	+0.16%
Pioneer Funds - Euroland Equity J EUR ND	LU1883305259	5.95	2,571.390	-1.01%
Muzinich Enhancedyield Short-Term Fund Hedged Euro	IE0033758917	3.91	178.120	+0.08%
AXAWF Euro Credit Short Dur X Cap EUR	LU1601096537	3.90	-	-
BlueBay Funds - BlueBay Investment Grade Euro Gove	LU1170327958	3.65	105.190	+0.09%
M&G European Credit Investment F EUR Acc	LU2101367030	3.58	-	-
JPM US Select Equity Plus C (acc) EUR	LU1718419333	3.44	-	-
Vontobel Fund - Euro Corporate Bond G EUR	LU1525532344	3.38	112.560	+0.12%
Caixagest Obrigações -- Fundo de Investimento Mobi	PTYCXBLP0008	3.03	4.829	+0.03%

Top Equity Funds by Caixa Gestão de Ativos SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTCXGUHM0006	2.37B	3.93	4.30	8.53
PTYCXTHM0007	651.24M	0.90	5.34	4.19
PTYCXRLP0000	331.35M	3.80	2.63	2.30
PTCXGGHM0012	301.76M	2.51	1.64	-
PTCXGHHM0011	127.11M	3.81	2.67	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Caixa Seleção Glo.	8.112	-0.010	-0.09%