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Belfius Pension Fund Balanced Plus (0P0000XSUY)

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123.700 -0.870    -0.70%
19/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 1.2B
Type:  Fund
Market:  Belgium
Issuer:  Belfius Investment Partners
ISIN:  BE6242862397 
Asset Class:  Equity
Belfius Pension Fund Balanced Plus 123.700 -0.870 -0.70%

0P0000XSUY Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Belfius Pension Fund Balanced Plus (0P0000XSUY) fund. Our Belfius Pension Fund Balanced Plus 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 1.760 2.110 0.350
Shares 51.350 51.350 0.000
Bonds 46.160 46.160 0.000
Convertible 0.730 0.730 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.535 16.302
Price to Book 2.392 2.489
Price to Sales 1.469 1.849
Price to Cash Flow 11.494 10.170
Dividend Yield 3.151 2.438
5 Years Earnings Growth 9.510 12.410

Sector Allocation

Name  Net % Category Average
Technology 19.550 20.522
Financial Services 18.340 15.304
Industrials 15.180 12.036
Healthcare 12.050 12.603
Consumer Cyclical 10.950 12.446
Consumer Defensive 8.280 7.664
Communication Services 5.100 7.466
Basic Materials 4.390 6.878
Real Estate 3.080 2.950
Utilities 3.080 3.053

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 282

Number of short holdings: 1

Name ISIN Weight % Last Change %
  ASML Holding NL0010273215 2.13 686.10 -0.68%
United Kingdom of Great Britain and Northern Ireland 3.25% GB00BMV7TC88 1.64 - -
  Louis Vuitton FR0000121014 1.58 628.10 +0.10%
  Italy 4.4 01-May-2033 IT0005518128 1.57 108.710 +0.16%
Candriam Sst MM Euro Z € Acc LU1434529993 1.49 - -
  France 2 25-Nov-2032 FR001400BKZ3 1.46 93.590 +0.26%
  Spain 0 31-Jan-2027 ES0000012J15 1.44 95.550 +0.09%
  Spain 3.15 30-Arp-2033 ES0000012L52 1.44 102.050 -0.15%
  European Union 1 06-Jul-2032 EU000A3K4DD8 1.28 89.020 +0.25%
  Schneider Electric FR0000121972 1.24 239.75 -0.37%

Top Equity Funds by Belfius Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Belfius Pension Fund High Equities 2.2B 6.92 1.03 4.80
  BE6286716491 2.15B 10.10 1.30 -
  Belfius Innovative Technology C 1.54B 21.02 6.09 -
  BE6314674712 674.28M 8.86 -5.25 -
  Belfius Equities Leading Brands L C 511.11M 21.15 4.66 8.68
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