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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.460 | 6.310 | 1.850 |
Stocks | 85.500 | 85.910 | 0.410 |
Bonds | 9.980 | 10.090 | 0.110 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.030 | 0.050 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.114 | 16.157 |
Price to Book | 2.562 | 2.326 |
Price to Sales | 1.755 | 1.675 |
Price to Cash Flow | 11.368 | 9.529 |
Dividend Yield | 2.386 | 2.500 |
5 Years Earnings Growth | 10.561 | 11.173 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.380 | 19.381 |
Healthcare | 13.870 | 12.468 |
Financial Services | 13.760 | 15.067 |
Industrials | 12.830 | 12.265 |
Consumer Cyclical | 11.730 | 12.185 |
Consumer Defensive | 9.780 | 7.929 |
Communication Services | 6.220 | 7.150 |
Real Estate | 5.140 | 2.567 |
Basic Materials | 4.550 | 7.112 |
Utilities | 1.840 | 3.509 |
Energy | 0.900 | 4.657 |
Number of long holdings: 25
Number of short holdings: 12
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS MSCI USA Socially Responsible | LU0629460089 | 12.01 | 196.92 | -0.35% | |
BNP Paribas Easy MSCI USA SRI S-Series 5% Capped U | LU1659681669 | 11.89 | 19.58 | -0.41% | |
BNP Paribas Easy MSCI Europe SRI S-Series 5% Cappe | LU1753045415 | 9.79 | 28.72 | -0.18% | |
Lyxor Nasdaq-100 Ucits Dis | LU2197908721 | 8.62 | 180.12 | -0.56% | |
iShares MSCI World SRI UCITS ETF EUR (Acc) | IE00BYX2JD69 | 8.42 | 10.74 | -0.16% | |
UBS ETF MSCI World Socially Responsible UCITS USD | LU0629459743 | 8.40 | 143.52 | -0.33% | |
Amundi IS MSCI World SRI PAB ETF DR | LU1861134382 | 8.35 | - | - | |
Amundi Index MSCI Emerging Markets SRI UCITS | LU1861138961 | 5.93 | 50.40 | +0.02% | |
UBS ETF - Bloomberg Barclays MSCI Euro Area Liquid | LU1484799769 | 4.89 | 12.91 | -0.22% | |
Lyxor Green Bond DR C-EUR | LU1563454310 | 4.81 | 47.10 | -0.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ve RI Equities Europe I | 218.94M | 8.51 | 10.91 | - | ||
Ve-RI Equities Europe (R) | 218.94M | -23.00 | -1.13 | 3.89 | ||
Veri ETF Dachfonds I | 54.68M | 3.16 | 2.70 | 3.56 | ||
Veri Multi Asset Allocation I | 39.09M | 0.26 | -3.47 | - |
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