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Mehrwertphasen Balance Plus Ui Pt (0P000182YD)

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Mehrwertphasen Balance UI - Anteilklasse PT historical data, for real-time data please try another search

101.460 +0.370 +0.37%

14/04 - Delayed Data. Currency in EUR

Morningstar Rating:
Total Assets: 13.71M

Type: Fund

Market: Germany

Issuer: Universal-Investment GmbH

ISIN: DE000A2ADXC6

Asset Class: Equity

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0P000182YD Holdings

Comprehensive information about top holdings and Key Holding Information for the Mehrwertphasen Balance UI - Anteilklasse PT (0P000182YD) fund. Our Mehrwertphasen Balance UI - Anteilklasse PT 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	7.920	33.580	25.660
Shares	40.190	42.290	2.100
Bonds	37.550	37.600	0.050
Convertible	0.170	0.170	0.000
Preferred	0.570	0.570	0.000
Other	13.600	14.000	0.400

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.378	15.219
Price to Book	1.882	2.116
Price to Sales	0.881	1.479
Price to Cash Flow	7.033	8.841
Dividend Yield	2.741	2.872
5 Years Earnings Growth	10.174	10.746

Sector Allocation

Name	Net %	Category Average
Industrials	19.350	15.392
Technology	18.910	17.144
Consumer Cyclical	14.390	11.875
Healthcare	12.770	11.822
Financial Services	8.660	15.590
Consumer Defensive	7.210	7.750
Basic Materials	6.850	7.412
Communication Services	6.380	6.461
Utilities	3.370	3.951
Real Estate	1.320	3.756
Energy	0.770	4.595

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Helium Fund Helium Performance A EUR	LU0912261970	8.29	1,477.416	-0.08%
ACATIS Champions Select - ACATIS ELM Konzept	LU0280778662	8.27	127.760	-0.48%
IP White T	LU1144474043	8.23	14.490	+0.07%
Nordea 1 - Stable Return Fund BP EUR	LU0227384020	7.26	18.112	+0.19%
Bellevue(Lux) BB Global Macro B EUR	LU0494761835	6.08	-	-
WHC Global Discovery	DE000A0YJMG1	5.41	108.630	-0.52%
Berenberg DyMACS Volatility Premium I	DE000A0YKM65	5.28	-	-
Frankfurter Aktienfonds für Stiftungen T	DE000A0M8HD2	5.22	143.260	-0.40%
JPMorgan Investment Funds - Global Macro Opportuni	LU0095938881	4.51	194.330	+0.04%
Apus Capital Revalue Fonds R	DE000A1H44E3	4.29	166.350	-0.40%

Top Equity Funds by Universal-Investment GmbH

Name	Total Assets	YTD%	3Y%	10Y%
Acatis Gane Value Event Fonds UI C	6.52B	8.31	3.85	6.39
Acatis Gane Value Event Fonds UI B	6.52B	7.74	3.29	7.02
Acatis Gane Value Event Fonds UI A	6.52B	7.36	2.86	6.58
ACATIS Datini Valueflex Fonds A	797.93M	5.25	-5.09	11.38
ACATIS Datini Valueflex Fonds B	797.93M	4.51	-5.90	10.55

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Mehrwertphasen Ba.	101.460	+0.370	+0.37%