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Summary
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
0P0001IVKL.L - BMO Sustainable Universal MAP Balanced C Acc
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
Overall Portfolio Composition (%)
Cash
4.68%
Stocks
57.22%
Bonds
37.52%
Others
0.51%
Preferred
0.00%
Convertable
0.06%
Sector Weightings (%)
Sector(s)
0P0001IVKL.L
Basic Materials
4.81%
Consumer Cyclical
3.21%
Financial Services
5.80%
Real Estate
3.20%
Consumer Defensive
3.31%
Healthcare
12.70%
Utilities
2.97%
Communication Services
1.61%
Energy
0.00%
Industrials
10.30%
Technology
9.32%
Equity Holdings
Average
0P0001IVKL.L
Category Average
Price/Earnings
0.05
N/A
Price/Book
0.38
N/A
Price/Sales
0.57
N/A
Price/Cashflow
0.08
N/A
Median Market Cap
22,154.27
N/A
3 Year Earnings Growth
12.76
N/A
Bond Holdings
Average
0P0001IVKL.L
Category Average
Maturity
93.17
N/A
Duration
3.15
N/A
Credit Quality
N/A
N/A
Bond Ratings
Sector(s)
0P0001IVKL.L
US Government
14.79%
AAA
N/A
AA
N/A
A
N/A
BBB
N/A
BB
N/A
B
N/A
Below B
N/A
Others
N/A
Top 9 Holdings (11.87% of Total Assets)
Get Quotes for Top Holdings
Name
Symbol
% Assets
AstraZeneca PLC
AZN
2.54%
Motorola Solutions Inc
MSI
1.43%
GSK PLC
GSK
1.34%
NetApp Inc
NTAP
1.27%
Linde PLC
LIN
1.19%
Unilever PLC
ULVR
1.14%
SSE PLC
SSE
1.02%
Brookfield Renewable Partners LP
BEP.UN
1.00%
Gen Digital Inc
GEN
0.93%
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