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Aktia Wealth Allocation+ Balanced B (0P00017BF8)

Helsinki

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148.757 -0.344 -0.23%

11/04 - Delayed Data. Currency in EUR

Type: Fund

Market: Finland

Issuer: Taaleri Rahastoyhtiö Oy

ISIN: FI4000188693

Asset Class: Equity

Morningstar Rating:
Total Assets: 41.72M

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	8.760	14.810	6.050
Stocks	40.860	40.860	0.000
Bonds	38.430	38.430	0.000
Convertible	0.530	0.530	0.000
Preferred	0.100	0.100	0.000
Other	11.340	11.340	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.038	15.167
Price to Book	2.612	2.092
Price to Sales	1.897	1.478
Price to Cash Flow	12.116	9.179
Dividend Yield	2.367	2.971
5 Years Earnings Growth	9.841	10.094

Sector Allocation

Name	Net %	Category Average
Technology	24.750	15.695
Financial Services	15.480	17.379
Consumer Cyclical	12.050	12.057
Industrials	11.940	14.827
Healthcare	9.300	11.382
Communication Services	8.040	6.085
Consumer Defensive	5.630	8.092
Basic Materials	3.830	6.052
Energy	3.680	4.520
Utilities	3.250	4.367
Real Estate	2.070	2.692

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: 5

Name	ISIN	Weight %	Last	Change %
JPMorgan ETFs (Ireland) ICAV - US Research Enhance	IE00BF4G7076	13.03	53.61	-0.06%
iShares Core S&P 500 UCITS	IE00B5BMR087	9.21	575.35	-0.13%
UI - Aktia EM Local Ccy Bd+ R EUR	LU1669794395	7.51	-	-
Amundi MSCI EMU UCITS	LU1602144575	7.29	295.25	+0.89%
Aktia Short-Term Corporate Bond X	FI4000301114	7.01	-	-
Aktia Nordic High Yield X	FI4000571880	6.90	-	-
Aktia Capital X	FI4000513478	5.86	-	-
Aktia Corporate Bond+ X	FI4000301106	5.71	-	-
Aktia European High Yield Bond+ X	FI4000410337	3.70	-	-
iShares Core MSCI Emerging Markets IMI UCITS	IE00BKM4GZ66	3.10	33.93	+0.12%

Top Equity Funds by Aktia Rahastoyhtiö Oy

Name	Total Assets	YTD%	3Y%	10Y%
Taaleri Micro Markka Equity A	29.44M	4.65	-11.08	7.93
Taaleri Micro Markka Equity B	29.44M	4.65	-11.08	7.94
Taaleri Cautious Owner A	24.6M	-0.78	2.37	-
Taaleri Courageous Owner A	23.76M	-1.71	3.82	-
Taaleri Micro Rhein Equity A	18.76M	2.00	-11.12	-

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