Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Invest Ibéria - Fundo De Investimento Mobiliário Aberto De Acções (0P000013HX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
57.427 -0.650    -1.12%
12/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 2.6M
Type:  Fund
Market:  Portugal
Issuer:  Invest Gestão de Activos SGOIC SA
ISIN:  PTARMAME0005 
Asset Class:  Equity
Invest Ibéria - Fundo de Investimento Mobiliário A 57.427 -0.650 -1.12%

0P000013HX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Invest Ibéria - Fundo de Investimento Mobiliário A (0P000013HX) fund. Our Invest Ibéria - Fundo de Investimento Mobiliário A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Shares 100.000 100.000 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.540 16.578
Price to Book 1.818 2.728
Price to Sales 0.898 2.089
Price to Cash Flow 7.549 10.486
Dividend Yield 4.642 2.721
5 Years Earnings Growth 7.313 12.564

Sector Allocation

Name  Net % Category Average
Utilities 20.500 5.976
Consumer Cyclical 20.100 12.922
Basic Materials 14.790 9.441
Industrials 13.370 13.622
Financial Services 12.080 18.628
Consumer Defensive 9.650 8.775
Energy 5.030 9.046
Technology 2.570 19.698
Communication Services 1.910 8.889

Region Allocation

  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 24

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Inditex ES0148396007 9.50 50.760 +0.95%
  Iberdrola ES0144580Y14 8.32 13.205 +0.15%
  Vidrala ES0183746314 7.85 95.100 -0.63%
  Corticeira Amorim PTCOR0AE0006 7.59 8.18 -0.12%
  Logista ES0105027009 7.01 29.360 -0.14%
  EDP PTEDP0AM0009 5.05 3.320 -0.90%
  Galp Energia PTGAL0AM0009 5.03 15.30 -1.35%
  The Navigator PTPTI0AM0006 4.92 3.454 -0.86%
  REN PTREL0AM0008 4.76 2.310 -0.86%
  Bankinter ES0113679I37 4.75 7.362 -1.08%

Top Equity Funds by Invest Gestão de Activos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTARMJHM0003 24.86M 18.49 - -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000013HX Comments

Write your thoughts about Invest Ibéria - Fundo De Investimento Mobiliário Aberto De Acções
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email