Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Close

Agenta Globala Aktier (LP65067741)

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 a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
456.869 +24.660    +5.70%
31/03 - Closed. Currency in SEK ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.57B
Type:  Fund
Market:  Sweden
Issuer:  Agenta Investment Management AB
ISIN:  SE0002588624 
Asset Class:  Equity
Agenta Globala Aktier 456.869 +24.660 +5.70%

LP65067741 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Agenta Globala Aktier (LP65067741) fund. Our Agenta Globala Aktier 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 a Portfolio  
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 3.300 3.380 0.080
Stocks 91.000 91.000 0.000
Bonds 0.090 0.090 0.000
Other 5.610 5.610 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.218 24.007
Price to Book 2.925 4.516
Price to Sales 1.830 3.287
Price to Cash Flow 11.631 15.874
Dividend Yield 2.064 1.223
5 Years Earnings Growth 8.164 12.399

Sector Allocation

Name  Net % Category Average
Healthcare 24.310 16.378
Consumer Defensive 18.130 8.070
Technology 13.440 26.653
Industrials 13.080 11.865
Financial Services 10.950 13.477
Communication Services 7.470 7.939
Consumer Cyclical 6.160 12.511
Utilities 2.540 2.306
Basic Materials 2.180 4.322
Real Estate 1.400 1.956
Energy 0.350 3.324

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 40

Number of short holdings: 0

Name ISIN Weight % Last Change %
Coho ESG US Large Cap Eq USD Instl Acc IE00BF1XKT19 21.18 - -
Brown Advisory US Equity Growth $ B IE00B0PVD865 19.60 - -
  SPP Aktiefond Europa SE0000531881 8.32 240.025 +0.26%
  Echiquier Agenor I FR0011188259 8.13 3,081.810 +0.09%
TortoiseEngy TransitionUCITS E FdrSEKAcc IE00BYVQ9B80 5.60 - -
  Baillie Gifford Japanese B Acc GB0006011133 5.32 18.67 -0.80%
Stewart Inv Asia Pac Ldrs VI EUR Acc IE00BFY85M14 3.33 - -
  Microsoft US5949181045 1.16 395.12 +1.49%
  PayPal US70450Y1038 1.15 66.16 -2.59%
Novo Nordisk A/S B DK0060534915 1.13 - -

Top Equity Funds by Agenta Investment Management AB

  Name Rating Total Assets YTD% 3Y% 10Y%
  Agenta Svenska Aktier 6.68B 7.91 7.88 11.49
  Agenta Tillvaxtmarknader 200.91M 8.77 4.32 9.05
Comment Guidelines

We encourage you to use comments to engage with 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
  • 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.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. 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.

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

LP65067741 Comments

Write your thoughts about Agenta Globala Aktier
 
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 Google
or
Sign up with Email