Breaking News
Get 40% Off 0
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolio
Close

Anima Obiettivo Globale 2024 Ii (0P0001IK4H)

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 Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
5.094 +0.020    +0.43%
10/05 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Italy
Issuer:  Anima Sgr S.p.A
ISIN:  IT0005381279 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 46.69M
Anima Obiettivo Globale 2024 II 5.094 +0.020 +0.43%

0P0001IK4H Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Anima Obiettivo Globale 2024 II (0P0001IK4H) fund. Our Anima Obiettivo Globale 2024 II 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 Watchlist  
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 15.400 31.670 16.270
Stocks 13.130 13.310 0.180
Bonds 70.850 70.850 0.000
Convertible 0.650 0.650 0.000
Preferred 0.060 0.060 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.365 15.103
Price to Book 1.963 2.069
Price to Sales 1.398 1.531
Price to Cash Flow 8.769 8.399
Dividend Yield 2.562 2.632
5 Years Earnings Growth 12.004 12.325

Sector Allocation

Name  Net % Category Average
Technology 21.270 17.094
Financial Services 16.630 16.626
Consumer Cyclical 12.380 13.019
Industrials 10.860 12.409
Healthcare 8.820 11.449
Communication Services 7.770 7.826
Consumer Defensive 6.330 6.861
Basic Materials 5.980 6.291
Energy 4.170 5.547
Utilities 2.930 3.891
Real Estate 2.860 2.823

Region Allocation

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

Top Holdings

Number of long holdings: 16

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Anima Risparmio F IT0004896376 15.35 7.709 -0.04%
ANIMA Bond Dollar I IE0032461463 15.28 - -
  Anima Sforzesco F IT0004895923 14.65 13.458 -0.16%
  Anima Fix High Yield Y IT0004301013 13.25 14.754 +0.11%
Anima Obbligazionario Flessibile F IT0005350969 10.24 - -
Anima Obbligazionario Governativo Flex F IT0005434888 5.10 - -
Anima Liquidità Euro FM IT0005359374 4.61 - -
ANIMA High Yield Bond I EUR Acc IE00BG0W7Q25 4.02 - -
  Anima Iniziativa Europa F IT0004896566 3.00 20.233 +0.18%
Anima America Y IT0005404477 2.95 - -

Top Equity Funds by Anima Sgr S.p.A

  Name Rating Total Assets YTD% 3Y% 10Y%
  Anima Sforzesco F 3.18B -0.74 -1.88 1.39
  Anima Sforzesco AD 3.18B -0.95 -2.51 -
  Anima Sforzesco A 3.18B -0.95 -2.51 0.75
  Anima Visconteo F 2.76B 0.79 0.21 2.50
  Anima Visconteo A 2.76B 0.57 -0.42 1.86
Comment Guidelines

We encourage you to use comments to engage with other 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, don’t trash it.

  •           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. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. 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.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0001IK4H Comments

Write your thoughts about Anima Obiettivo Globale 2024 Ii
 
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