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Optimize Selecção Agressiva B - Fundo De Investimento Aberto Flexível (0P000172UY)

Lisbon

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13.368 +0.070 +0.54%

29/01 - Delayed Data. Currency in EUR

Morningstar Rating:
Total Assets: 8.23M

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZNHM0008

Asset Class: Equity

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0P000172UY Holdings

Comprehensive information about top holdings and Key Holding Information for the Optimize Seleção Agressiva B - Fundo (0P000172UY) fund. Our Optimize Seleção Agressiva B - Fundo portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.480	4.630	1.150
Stocks	72.390	72.390	0.000
Bonds	23.920	24.020	0.100
Convertible	0.040	0.040	0.000
Other	0.180	0.180	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.118	16.651
Price to Book	1.740	2.548
Price to Sales	1.415	1.817
Price to Cash Flow	7.268	10.746
Dividend Yield	3.309	2.412
5 Years Earnings Growth	10.521	10.691

Sector Allocation

Name	Net %	Category Average
Financial Services	20.390	15.324
Technology	16.380	21.299
Industrials	11.580	12.159
Consumer Defensive	9.540	7.157
Consumer Cyclical	9.250	10.892
Healthcare	8.480	12.263
Basic Materials	7.910	5.578
Communication Services	7.180	7.367
Energy	5.020	3.652
Real Estate	2.280	3.127
Utilities	1.980	3.042

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 20

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
BNP Paribas Easy MSCI Japan ex CW UCITS ETF Cap	LU1291102447	9.75	15.64	-0.91%
iShares Sust MSCI USA SRI	IE00BYVJRR92	7.97	15.622	-1.26%
iShares Nasdaq 100 UCITS	IE00B53SZB19	7.82	1,207.49	-3.08%
iShares MSCI Canada ETF USD	IE00B52SF786	5.20	200.80	-2.31%
iShares MSCI Australia UCITS	IE00B5377D42	4.97	49.18	-1.39%
iShares $ High Yield Corporate Bond UCITS	IE00B4PY7Y77	4.89	94.20	-0.61%
iShares $ Treasury Bond 3-7yr UCITS ETF USD	IE00B3VWN393	4.86	134.23	-0.12%
Candriam Bonds Euro High Yield Class I EUR Cap	LU0144746509	4.85	1,523.090	+0.16%
iShares Core FTSE 100 UCITS ETF GBP (Dist)	IE0005042456	4.85	833.20	-1.20%
Fidelity Funds - US Dollar Bond Fund Y-Acc-USD	LU0346392482	4.81	17.020	+0.06%

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZDHM0000	38.55M	8.04	1.44	2.19
PTOPZBHM0002	23.26M	8.23	0.77	1.99
PTOPZKHM0001	8.23M	5.54	-1.14	-
PTOPZTHM0002	2.92M	2.20	-12.34	-

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	Name	Price	Chg.	Chg. %
	Optimize Seleção .	13.368	+0.070	+0.54%