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Edgepoint Global Portfolio Series F (0P0000JO4E)

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32.459 -0.100    -0.32%
14/01 - Delayed Data. Currency in CAD ( Disclaimer )
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 11.76B
EdgePoint Global Portfolio Series F 32.459 -0.100 -0.32%

Asset Allocation

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Name  Net %  Long %  Short %
Cash 6.320 6.320 0.000
Stocks 92.250 92.250 0.000
Preferred 1.440 1.440 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.150 20.215
Price to Book 2.298 3.180
Price to Sales 1.507 2.569
Price to Cash Flow 10.722 13.032
Dividend Yield 1.138 1.813
5 Years Earnings Growth 23.000 13.171

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 25.350 10.986
Industrials 17.760 13.974
Technology 15.920 18.233
Financial Services 15.590 16.410
Healthcare 6.540 14.314
Basic Materials 6.430 4.620
Consumer Defensive 6.160 9.007
Communication Services 2.990 9.612
Energy 2.110 3.250
Real Estate 1.150 2.508

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 44

Number of short holdings: 0

Name ISIN Weight % Last Change %
Affiliated Managers Group Inc - 5.88 - -
Berry Global Group Inc - 5.72 - -
Mattel Inc - 4.89 - -
CSX Corp - 4.63 - -
Restaurant Brands International Inc - 3.89 - -
  SAP DE0007164600 3.37 122.520 +1.69%
  TE Connectivity CH0102993182 3.14 160.74 +0.70%
Anthem Inc - 3.04 - -
  Shiseido JP3351600006 3.03 5,786.0 -1.73%
International Flavors & Fragrances Inc - 3.00 - -

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr A 11.76B 19.07 10.17 14.01
  EdgePoint Glbl Port non HST Sr F 11.76B 20.33 11.34 15.22
  EdgePoint Global Portfolio Series A 11.76B 18.88 9.99 13.83
  EdgePoint Glbl Gr Inc Pt non HST A 8.7B 14.16 7.97 10.92
  EdgePoint Glbl Gr Inc Pt non HST F 8.7B 15.36 9.12 12.09
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