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Institutional Bvg/lpp - Bvg/lpp 40 Plus A (0P0000A9IZ)

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142.020 +0.460    +0.32%
19/03 - Delayed Data. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0036749957 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 100.54M
Julius Baer Institutional BVG/LPP - Julius Baer In 142.020 +0.460 +0.32%

0P0000A9IZ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP - Julius Baer In (0P0000A9IZ) fund. Our Julius Baer Institutional BVG/LPP - Julius Baer In 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 6.040 32.750 26.710
Stocks 51.540 51.540 0.000
Bonds 28.820 28.820 0.000
Convertible 0.050 0.050 0.000
Other 13.570 13.570 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.111 17.511
Price to Book 3.152 2.975
Price to Sales 2.393 2.120
Price to Cash Flow 12.796 12.116
Dividend Yield 2.352 2.431
5 Years Earnings Growth 9.742 12.084

Sector Allocation

Name  Net % Category Average
Technology 21.290 17.949
Healthcare 17.500 19.334
Financial Services 16.920 17.554
Industrials 11.540 10.998
Consumer Cyclical 8.150 8.671
Communication Services 7.970 5.332
Consumer Defensive 7.130 9.804
Basic Materials 4.540 5.003
Energy 2.930 2.257
Utilities 1.140 1.685
Real Estate 0.880 3.057

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 332

Number of short holdings: 3

Name ISIN Weight % Last Change %
GAM Inst - World Bond B2 CH1210486507 10.80 - -
  Julius Baer Institutional Funds - Julius Baer Inst CH0125176831 4.82 91.620 +0.12%
  Julius Baer Institutional Funds - Julius Baer Inst CH0021349698 3.95 84.750 +0.39%
  UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a IE00BD4TXV59 3.47 30.78 -0.20%
  SPDR MSCI World UCITS IE00BFY0GT14 3.19 39.13 -0.45%
GAM Inst - Global Corporate Bond B2h CH1210486465 2.95 - -
GAM Institutional - CHF Foreign Bd B2 CH0021349615 2.23 - -
GAM FCM Cat Bond USD Instl - 1.88 - -
  Roche Holding Participation CH0012032048 1.66 308.10 +0.65%
Assetimmo W CH0010493457 1.61 - -

Top Equity Funds by GAM Investment Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPP F 3.91B 1.88 1.66 3.76
  Julius Baer Institutional BVG LPPb1 3.91B 7.67 0.30 3.34
  Julius Baer Institutional BVG LPPB2 3.91B 7.88 0.48 3.52
  Aktien USA Passiv CHF E3 2.02B 0.83 10.69 11.22
  Aktien USA Passiv CHF A1 2.02B 0.95 11.58 12.15
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