Breaking News
Get 40% Off 0
These stocks are up over 10% post earnings. Did you spot the buying opportunity? Our AI did. Read how
Close

Momentum Global Funds Harmony Sterling Growth Fund A (0P0000TT0K)

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
 
1.872 +0.010    +0.42%
08/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 57.37M
Type:  Fund
Market:  Luxembourg
Issuer:  Momentum Global Investment Mgmt Ltd
ISIN:  LU0651985680 
Asset Class:  Other
Momentum Global Funds Harmony Portfolios Sterling 1.872 +0.010 +0.42%

0P0000TT0K Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Momentum Global Funds Harmony Portfolios Sterling (0P0000TT0K) fund. Our Momentum Global Funds Harmony Portfolios Sterling 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 5.200 12.860 7.660
Stocks 64.130 65.300 1.170
Bonds 15.190 21.450 6.260
Convertible 1.690 1.700 0.010
Preferred 0.010 0.010 0.000
Other 13.780 27.420 13.640

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.681 15.932
Price to Book 1.498 2.275
Price to Sales 0.778 1.647
Price to Cash Flow 7.346 9.758
Dividend Yield 3.350 2.657
5 Years Earnings Growth 9.436 10.580

Sector Allocation

Name  Net % Category Average
Industrials 18.870 13.422
Financial Services 15.560 16.745
Consumer Cyclical 13.570 10.578
Consumer Defensive 10.260 7.554
Technology 10.210 17.193
Real Estate 7.180 4.504
Healthcare 5.920 11.273
Communication Services 5.910 6.568
Energy 4.310 4.974
Basic Materials 4.160 5.785
Utilities 4.050 3.107

Region Allocation

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

Top Holdings

Number of long holdings: 83

Number of short holdings: 1

Name ISIN Weight % Last Change %
IFSL Evenlode Income C Acc GB00BD0B7F79 13.09 - -
Momentum GF Global Equity M USD LU2000524632 7.75 - -
TM Redwheel UK Eq Inc S Inc GB00BG342C66 6.28 - -
Schroder Recovery Z Acc GB00B3VVG600 6.07 - -
  Chrysalis Investments GG00BGJYPP46 4.15 89.60 +1.93%
Maple-Brown Abbott Glb Infras Instl £ IE00BYP0WH33 4.05 - -
  iShares € Govt Bond Climate UCITS EUR (Acc) IE00BLDGH553 3.55 4.21 -0.18%
  Morant Wright Funds (Ireland) plc - Morant Wright IE00BYWNV678 3.39 14.100 +0.19%
iShares Dev Rl Ett Idx (IE) Instl Acc $ IE00B89M2V73 3.26 - -
  iShares Physical Gold IE00B4ND3602 3.17 45.97 +1.27%

Top Other Funds by Momentum Global Investment Mgmt Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU1245256752 57.37M 0.02 3.98 -
  LU0795380947 57.37M 0.66 0.59 3.59
  LU0651985763 57.37M 0.57 0.24 3.21
  LU0651985920 57.37M 0.34 -0.25 2.41
  LU0651985847 57.37M -0.28 -1.16 2.75
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.

0P0000TT0K Comments

Write your thoughts about Momentum Global Funds Harmony Sterling Growth Fund A
 
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