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Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Responsible Ambition (chf) Bt (0P000165MQ)

Luxembourg

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136.550 +0.360 +0.26%

23/01 - Delayed Data. Currency in CHF

Morningstar Rating:
Total Assets: 251.24M

Type: Fund

Market: Luxembourg

ISIN: LU0999467094

Asset Class: Equity

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0P000165MQ Holdings

Comprehensive information about top holdings and Key Holding Information for the Swisscanto LU Portfolio Fund Growth R (0P000165MQ) fund. Our Swisscanto LU Portfolio Fund Growth R 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	2.610	29.690	27.080
Stocks	70.790	73.340	2.550
Bonds	24.360	24.920	0.560
Convertible	0.090	0.090	0.000
Preferred	0.010	0.010	0.000
Other	2.130	2.130	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.498	17.358
Price to Book	2.982	2.948
Price to Sales	2.212	2.109
Price to Cash Flow	12.457	12.030
Dividend Yield	2.524	2.442
5 Years Earnings Growth	13.472	12.194

Sector Allocation

Name	Net %	Category Average
Technology	19.130	18.032
Healthcare	18.920	19.351
Financial Services	17.660	17.288
Consumer Cyclical	9.610	8.599
Industrials	9.450	10.899
Consumer Defensive	9.090	9.994
Communication Services	6.240	5.331
Basic Materials	4.500	5.097
Energy	2.070	2.327
Utilities	2.000	1.737
Real Estate	1.330	3.183

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 341

Number of short holdings: 12

Name	ISIN	Weight %	Last	Change %
SWC (LU) BF Vision Responsible CHF NT	LU1932506709	10.73	-	-
SWC (LU) BF Resp Glbl Rates ST	LU2658242347	4.88	-	-
Swisscanto (LU) Equity Fund Green Invest Emerging	LU0866272569	4.30	141.360	+0.19%
SWC (LU) BF Resp EmMa Opps NT	LU2108482667	3.46	-	-
Roche Holding Participation	CH0012032048	3.13	278.40	+1.27%
Nestle	CH0038863350	3.01	76.36	+2.25%
Swiss Mkt Ix Futr Mar25	DE000C6XKEF5	3.00	-	-
SWC (LU) BF Sust Glbl Credit NT	LU1877924016	2.93	-	-
Novartis	CH0012005267	2.73	91.62	+1.51%
MSCI Emerging Markets Index Future Mar 25	-	2.48	-	-

Top Equity Funds by Swisscanto Asset Management International S.A.

Name	Total Assets	YTD%	3Y%	10Y%
LU0999466526	854.9M	9.22	-0.79	-
LU0112803316	854.9M	8.62	-1.33	1.63
LU0161534606	854.9M	8.61	-1.33	1.63
LU0112800569	601.31M	5.77	-1.88	0.71
LU0161539233	601.31M	5.78	-1.88	0.71

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Swisscanto LU Por.	136.550	+0.360	+0.26%