Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Equity For Life I (0P00017EWY)

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
 
162.500 -1.740    -1.06%
12/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 23.82M
Type:  Fund
Market:  Germany
Issuer:  Monega Kapitalanlagegesellschaft mbH
ISIN:  DE000A14N7W7 
Asset Class:  Equity
Equity for Life I 162.500 -1.740 -1.06%

0P00017EWY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Equity for Life I (0P00017EWY) fund. Our Equity for Life I 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 0.080 0.220 0.140
Stocks 99.920 99.920 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.471 17.941
Price to Book 2.487 2.920
Price to Sales 1.957 2.143
Price to Cash Flow 11.836 12.065
Dividend Yield 2.536 2.069
5 Years Earnings Growth 10.160 11.277

Sector Allocation

Name  Net % Category Average
Technology 27.410 22.848
Financial Services 17.570 15.732
Consumer Cyclical 15.470 10.485
Industrials 14.530 11.834
Consumer Defensive 8.880 8.071
Healthcare 5.160 14.043
Communication Services 3.980 7.493
Utilities 2.690 2.689
Basic Materials 2.350 4.328
Real Estate 1.970 2.797

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 127

Number of short holdings: 1

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 3.91 148.36 +1.43%
  Microsoft US5949181045 3.86 426.91 +0.40%
  ASML Holding NL0010273215 3.84 671.60 +6.99%
  SAP DE0007164600 3.20 221.050 +0.73%
  Amazon.com US0231351067 2.59 212.10 -0.94%
  Apple US0378331005 2.50 226.84 +0.76%
  Louis Vuitton FR0000121014 2.25 584.40 +1.81%
  Schneider Electric FR0000121972 2.17 245.35 +1.72%
  Deutsche Telekom AG DE0005557508 1.94 28.770 +3.30%
  JPMorgan US46625H1005 1.88 242.41 +0.52%

Top Equity Funds by Monega Kapitalanlagegesellschaft mbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  SpardaOptiAnlage Defensiv EA 172.41M 4.71 -0.20 1.03
  Monega Euroland 103.55M 10.02 6.96 7.25
  Monega Innovation R 99.63M -4.52 -4.44 6.59
  Monega Germany 60.86M 13.11 5.43 6.22
  Monega FairInvest Aktien R 46.5M 9.29 5.23 6.39
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.

0P00017EWY Comments

Write your thoughts about Equity For Life I
 
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 Apple
Continue with Google
or
Sign up with Email