SELECTIONS
Active
This 25 stock list is with a dynamic, near term outperformance in mind. It is equally weighted, without sector or geographical preferences, and combines AlphaValue own fundamentals & momentum metrics. Analysts are fully involved in this process.

 

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Cumulative PerfYTD
Active -6.2%
Stoxx600 NR -16.2%
Outperf 10.0%
Key Figures
Number of stocks25
Inception date2013-01-01
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
WISE42.78%
IMPERIAL BRANDS27.62%
DIAGEO20.81%
**16.57%
**14.67%
Selection Performance vs STOXX600
Sectors Weight%
Food & Beverages12.0%
Banks8.0%
Telecoms8.0%
Other financials8.0%
Insurance8.0%
   
Countries Weight%
UK28.0%
France16.0%
Switzerland12.0%
Netherlands8.0%
Italy8.0%
   
Exposures Weight%
US Dollar26.5%
Oil Price2.3%
Power Price4.2%
Global Warming0.7%
British Pound8.1%