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

Belfius Portfolio - Global Allocation 50 P (0P0001EW2K)

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
 
1,212.780 -6.640    -0.54%
24/04 - Delayed Data. Currency in EUR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.8B
Type:  Fund
Market:  Belgium
Issuer:  Belfius Investment Partners
ISIN:  BE6286716491 
Asset Class:  Equity
Belfius Portfolio Global Allocation 50 P 1,212.780 -6.640 -0.54%

0P0001EW2K Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Belfius Portfolio Global Allocation 50 P (0P0001EW2K) fund. Our Belfius Portfolio Global Allocation 50 P 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 8.960 9.300 0.340
Stocks 48.960 49.110 0.150
Bonds 38.180 38.290 0.110
Convertible 2.400 2.400 0.000
Preferred 0.010 0.010 0.000
Other 1.510 1.510 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.842 16.558
Price to Book 2.318 2.404
Price to Sales 1.621 1.698
Price to Cash Flow 9.553 10.059
Dividend Yield 2.604 2.477
5 Years Earnings Growth 11.145 10.837

Sector Allocation

Name  Net % Category Average
Technology 18.540 19.684
Healthcare 16.340 12.921
Financial Services 14.670 15.065
Industrials 12.800 12.215
Consumer Cyclical 11.010 10.975
Consumer Defensive 8.650 7.894
Communication Services 5.970 6.699
Basic Materials 4.720 5.317
Energy 2.480 4.274
Real Estate 2.430 3.744
Utilities 2.390 3.391

Region Allocation

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

Top Holdings

Number of long holdings: 59

Number of short holdings: 7

Name ISIN Weight % Last Change %
  Cleome Index USA Equities Z USD Acc LU0644256330 12.66 4,080.000 +1.03%
  Cleome Index Europe Equities Z EUR Acc LU0479710047 9.58 2,599.800 +1.26%
Candriam Sst Eq Em Mkts Z € Acc LU1434525066 7.27 - -
  Candriam Bonds Euro Corporate Class Z EUR Cap LU0252947006 6.58 8,303.060 +0.20%
  Candriam Bonds Euro Government Investment Grade Cl LU0252961767 6.54 871.080 +0.23%
  Candriam SRI Bond Euro Corporate Z CAP EUR LU1313771005 6.12 1,030.160 +0.20%
  Candriam Bonds Euro Class Z EUR Cap LU0252943781 4.69 1,226.130 +0.38%
Candriam Sst Eq Euro Z Acc € LU1313772318 4.12 - -
Candriam Sustainable Eq US Z USD Acc LU2227859522 3.54 - -
Candriam Sst Bd Euro Z € Acc LU1313770379 2.24 - -

Top Equity Funds by Belfius Investment Partners

  Name Rating Total Assets YTD% 3Y% 10Y%
  Belfius Pension Fund High Equities 2.13B 3.20 4.00 4.73
  Belfius Pension Fund Balanced Plus 1.11B 4.10 2.03 3.45
  Belfius Innovative Technology C 1.36B 25.31 11.87 -
  BE6314674712 698.28M 7.07 9.80 -
  BE0168172717 483.62M 0.59 0.30 1.13
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.

0P0001EW2K Comments

Write your thoughts about Belfius Portfolio - Global Allocation 50 P
 
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