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Summary
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
0P0001IVKN.L - BMO Sustainable Universal MAP Cautious C Acc
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
Overall Portfolio Composition (%)
Cash
10.48%
Stocks
42.70%
Bonds
46.44%
Others
0.37%
Preferred
0.00%
Convertable
0.00%
Sector Weightings (%)
Sector(s)
0P0001IVKN.L
Basic Materials
3.54%
Consumer Cyclical
2.44%
Financial Services
4.35%
Real Estate
2.47%
Consumer Defensive
2.42%
Healthcare
9.41%
Utilities
2.26%
Communication Services
1.20%
Energy
0.00%
Industrials
7.57%
Technology
7.05%
Equity Holdings
Average
0P0001IVKN.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
22,565.25
N/A
3 Year Earnings Growth
12.74
N/A
Bond Holdings
Average
0P0001IVKN.L
Category Average
Maturity
93.19
N/A
Duration
2.89
N/A
Credit Quality
N/A
N/A
Bond Ratings
Sector(s)
0P0001IVKN.L
US Government
23.38%
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 8 Holdings (8.20% of Total Assets)
Get Quotes for Top Holdings
Name
Symbol
% Assets
AstraZeneca PLC
AZN
1.83%
Motorola Solutions Inc
MSI
1.09%
GSK PLC
GSK
0.99%
NetApp Inc
NTAP
0.97%
Linde PLC
LIN
0.95%
Unilever PLC
ULVR
0.81%
Brookfield Renewable Partners LP
BEP.UN
0.78%
SSE PLC
SSE
0.77%
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