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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.780 | 13.250 | 2.470 |
Stocks | 24.750 | 24.820 | 0.070 |
Bonds | 63.110 | 71.820 | 8.710 |
Convertible | 1.150 | 1.150 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.190 | 2.340 | 2.150 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.279 | 15.126 |
Price to Book | 1.990 | 2.134 |
Price to Sales | 1.330 | 1.435 |
Price to Cash Flow | 9.267 | 9.062 |
Dividend Yield | 2.794 | 3.000 |
5 Years Earnings Growth | 9.841 | 10.671 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.840 | 16.617 |
Industrials | 15.910 | 14.399 |
Financial Services | 15.720 | 16.733 |
Consumer Cyclical | 13.650 | 11.384 |
Healthcare | 9.830 | 12.663 |
Consumer Defensive | 6.870 | 8.088 |
Communication Services | 4.940 | 6.224 |
Basic Materials | 4.590 | 6.285 |
Utilities | 3.660 | 4.649 |
Energy | 3.300 | 4.963 |
Real Estate | 1.690 | 2.721 |
Number of long holdings: 15
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal Euro Aggregate 3-5 ESG I | FR0013476496 | 19.12 | - | - | |
LBPAM Obli Europe E | FR0010613430 | 14.98 | 142.130 | -0.39% | |
LBPAM ISR Obli Moyen Terme E | FR0010613356 | 12.12 | - | - | |
Fédéris ISR Euro MH | FR0007045950 | 9.87 | - | - | |
LBPAM ISR Absolute Return Credit I | FR0013340726 | 9.34 | - | - | |
LBPAM ISR Actions Euro Large Cap MH | FR0007078480 | 8.12 | - | - | |
Ostrum SRI Cash M | FR0010392951 | 6.26 | - | - | |
Fédéris ISR Actions US MH | FR0007057674 | 5.27 | - | - | |
Ostrum SRI Euro Bonds 5-7 I | FR0010201699 | 5.05 | - | - | |
Amundi Index Solutions - Amundi Index Euro AGG SRI | LU2182388236 | 4.91 | 43.55 | +0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LBPAM Actions Croissance Euro MM | 1.59B | 7.41 | 3.94 | 9.49 | ||
Vivaccio Actions Vivaccio Actions | 1.33B | 7.12 | 5.46 | 6.39 | ||
Vivaccio Actions GMO Actions | 1.33B | 7.12 | 5.47 | 6.39 | ||
LBPAM Selection Actions Asie | 315.86M | 4.86 | 3.94 | 7.74 | ||
LBPAM Actions Euro Monde M | 265.88M | 8.23 | 8.19 | 9.19 |
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