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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.860 | 41.340 | 38.480 |
Stocks | 33.450 | 33.490 | 0.040 |
Bonds | 43.560 | 43.670 | 0.110 |
Convertible | 0.370 | 0.370 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 19.710 | 19.720 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.226 | 15.913 |
Price to Book | 2.853 | 2.297 |
Price to Sales | 1.593 | 1.602 |
Price to Cash Flow | 11.048 | 9.530 |
Dividend Yield | 2.532 | 2.617 |
5 Years Earnings Growth | 10.323 | 10.564 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.810 | 20.383 |
Financial Services | 15.620 | 14.434 |
Healthcare | 12.180 | 12.787 |
Industrials | 12.060 | 11.605 |
Consumer Cyclical | 11.090 | 11.117 |
Consumer Defensive | 8.270 | 7.884 |
Communication Services | 6.650 | 7.069 |
Energy | 4.540 | 4.120 |
Basic Materials | 3.620 | 6.154 |
Utilities | 3.480 | 3.822 |
Real Estate | 1.680 | 3.922 |
Number of long holdings: 31
Number of short holdings: 40
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Swiss Life (LUX) Bd ESG Glbl Sov S € Cap | LU2672267684 | 18.95 | - | - | |
Swiss Life (LUX) Bd ESG Glb Aggt S € Cap | LU2672267171 | 18.94 | - | - | |
Swiss Life(LUX)-Bd ESG Gbl Crp EUR S Cap | LU1681196660 | 14.06 | - | - | |
Swiss Life Fds(LUX)-Eq ESG Gbl EUR S Cap | LU1341173463 | 5.16 | - | - | |
Swiss Life Funds (LUX) Equity USA S USD Cap | LU0832469521 | 5.16 | 40,044.340 | +1.10% | |
Lyxor MSCI Europe ESG Leaders (DR) UCITS Acc C | LU1940199711 | 5.13 | 33.25 | +0.14% | |
Swiss Life Funds (LUX) Equity Euro Zone S EUR Capi | LU1345324757 | 5.12 | 18,780.550 | +1.48% | |
Swiss Life Funds (LUX) Equity Global Protect EUR S | LU1341172655 | 4.08 | 17,088.140 | +0.89% | |
Swiss Life (LUX) Bd ESG Euro HY S EUR | LU2038872995 | 4.06 | - | - | |
Amundi MSCI USA ESG Leaders UCITS Acc EUR Hedged | IE000IP0UC52 | 3.09 | 71.15 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Life Equity Euro Zone R Cap | 474.93M | 9.47 | 7.11 | 5.94 | ||
Swiss Lifes LuxEqEuro Zone I EUR Ca | 474.93M | 9.72 | 8.12 | - | ||
Swiss Lifes LuxEqEuro Zone S EUR Ca | 474.93M | 9.88 | 8.76 | - | ||
Swiss Lifes LuxEqGlblProtect I Acc | 490.69M | 7.67 | 6.03 | - | ||
Swiss Lifes LuxEqGlblProtect S Acc | 490.69M | 7.83 | 6.66 | - |
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