Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Mundiplan Equilibrado Pp (0P0000120W)

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
 
21.718 +0.100    +0.47%
22/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 113.08M
Type:  Fund
Market:  Spain
Issuer:  AXA Pensiones EGFP
Asset Class:  Equity
Mundiplan Equilibrado PP 21.718 +0.100 +0.47%

0P0000120W Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mundiplan Equilibrado PP (0P0000120W) fund. Our Mundiplan Equilibrado PP 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 5.000 5.000 0.000
Stocks 49.340 50.260 0.920
Bonds 41.250 41.250 0.000
Other 4.400 4.400 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.198 15.043
Price to Book 1.946 2.115
Price to Sales 1.437 1.546
Price to Cash Flow 8.980 9.185
Dividend Yield 3.918 2.972
5 Years Earnings Growth 8.264 10.676

Sector Allocation

Name  Net % Category Average
Financial Services 19.990 16.493
Industrials 17.510 13.011
Technology 16.700 18.023
Consumer Cyclical 14.720 12.238
Consumer Defensive 6.470 7.397
Healthcare 6.100 9.745
Basic Materials 5.240 7.295
Energy 4.890 5.579
Communication Services 4.560 6.143
Utilities 3.830 4.243

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 79

Number of short holdings: 3

Name ISIN Weight % Last Change %
  France 2.5 25-May-2043 FR001400CMX2 9.52 88.300 0.00%
  Spain 3.9 30-Jul-2039 ES0000012L60 4.62 107.421 +0.61%
  ASML Holding NL0010273215 3.49 640.00 -1.84%
BNP Paribas SA 0% FR0013398070 3.10 - -
Credit Agricole S.A. 1.875% FR0014009UH8 3.06 - -
  SAP DE0007164600 3.02 223.200 -0.13%
KBC Group NV 4.375% BE0002900810 3.00 - -
  Louis Vuitton FR0000121014 2.33 596.00 +0.59%
ING Groep N.V. 2.125% XS2483607474 2.30 - -
Blackstone / GSO Senior Loan A EUR Acc IE00B3DS7666 2.10 - -

Top Equity Funds by AXA Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mundiplan Audaz Global PP 472.19M 15.42 4.55 8.25
  Mundiplan Moderado PP 232.95M 1.51 -0.36 0.20
  Prudente EPSV 40.78M 2.68 0.32 0.80
  Mundiplan Audaz Europa 27.91M 9.93 6.28 5.82
  Equilibrado EPSV 12.48M 5.04 2.36 2.53
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.

0P0000120W Comments

Write your thoughts about Mundiplan Equilibrado Pp
 
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