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Optimize Selecção Agressiva B - Fundo De Investimento Aberto Flexível (0P000172UY)

Lisbon

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13.007 -0.100 -0.74%

30/10 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 8.15M

Type: Fund

Market: Portugal

Issuer: Optimize Investment Partners SGOIC SA

ISIN: PTOPZNHM0008

Asset Class: Equity

General
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Technical
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0P000172UY Holdings

Comprehensive information about top holdings and Key Holding Information for the Optimize Seleção Agressiva B - Fundo (0P000172UY) fund. Our Optimize Seleção Agressiva B - Fundo 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	0.660	5.850	5.190
Shares	73.760	74.040	0.280
Bonds	25.260	25.330	0.070
Convertible	0.250	0.250	0.000
Preferred	0.010	0.010	0.000
Other	0.060	0.090	0.030

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.234	16.626
Price to Book	1.700	2.461
Price to Sales	1.315	1.748
Price to Cash Flow	8.495	10.397
Dividend Yield	3.527	2.441
5 Years Earnings Growth	10.177	11.066

Sector Allocation

Name	Net %	Category Average
Financial Services	19.750	14.687
Consumer Defensive	12.460	7.562
Technology	12.030	20.516
Industrials	11.810	12.111
Healthcare	11.070	12.994
Consumer Cyclical	9.730	10.803
Basic Materials	8.290	5.780
Communication Services	7.090	7.054
Energy	3.620	3.865
Real Estate	3.120	3.278
Utilities	1.030	3.062

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 19

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Sust MSCI USA SRI	IE00BYVJRR92	14.51	14.622	+0.69%
UBS (Lux) EF China Oppo(USD) I-A1 EURacc	LU2084644850	9.74	-	-
GS Japan Equity Ptnrs I Acc EUR	LU1837047379	9.46	-	-
Candriam Bonds Euro High Yield Class I EUR Cap	LU0144746509	5.35	1,497.690	-0.04%
Fidelity Funds - US Dollar Bond Fund Y-Acc-USD	LU0346392482	5.14	17.020	-0.35%
AZ Fd1 AZ Bond Real Plus A Inst EUR Acc	LU1666218448	5.13	-	-
iShares $ High Yield Corporate Bond UCITS	IE00B4PY7Y77	5.08	95.95	+0.02%
Eurizon Bond JPY LTE Z Acc	LU0335989983	5.05	-	-
iShares Core FTSE 100 UCITS ETF GBP (Dist)	IE0005042456	4.98	795.10	+0.86%
iShares OMX Stockholm Capped	IE00BD3RYZ16	4.94	631.00	+0.16%

Top Equity Funds by Optimize Investment Partners SGOIC SA

Name	Total Assets	YTD%	3Y%	10Y%
PTOPZDHM0000	34.1M	5.17	0.86	2.04
PTOPZBHM0002	21M	5.46	0.74	1.80
PTOPZKHM0001	8.15M	3.17	0.15	-
PTOPZTHM0002	2.38M	17.99	-	-

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	Name	Price	Chg.	Chg. %
	Optimize Seleção .	13.007	-0.100	-0.74%