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Institutional Bvg/lpp - Bvg/lpp 60 Plus A (0P0000A9J3)

Switzerland

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156.690 +0.140 +0.09%

10/04 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036750690

Asset Class: Equity

Morningstar Rating:
Total Assets: 114.96M

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0P0000A9J3 Holdings

Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP - Julius Baer In (0P0000A9J3) 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	7.160	28.290	21.130
Stocks	71.370	71.370	0.000
Bonds	14.160	14.160	0.000
Convertible	0.020	0.020	0.000
Other	7.290	7.290	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.158	15.963
Price to Book	3.167	2.571
Price to Sales	2.420	1.809
Price to Cash Flow	12.831	10.297
Dividend Yield	2.330	2.892
5 Years Earnings Growth	9.776	11.673

Sector Allocation

Name	Net %	Category Average
Technology	21.830	15.683
Healthcare	17.180	17.387
Financial Services	16.910	15.554
Industrials	11.540	12.015
Communication Services	8.190	5.853
Consumer Cyclical	8.090	8.184
Consumer Defensive	6.970	9.963
Basic Materials	4.390	6.206
Energy	2.910	4.489
Utilities	1.120	1.688
Real Estate	0.880	4.095

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 331

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
SPDR MSCI World UCITS	IE00BFY0GT14	6.46	36.37	+0.25%
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	3.86	91.150	-0.04%
GAM Inst - Global Corporate Bond B2h	CH1210486465	3.61	-	-
GAM Inst - World Bond B2	CH1210486507	2.63	-	-
Roche Holding Participation	CH0012032048	2.20	243.80	+0.33%
Nestle	CH0038863350	1.68	84.98	+0.81%
Meta Platforms	US30303M1027	1.56	543.57	-0.50%
GS Absolute Ret Trkr I Acc CHF Hdg	LU1103307820	1.56	-	-
Microsoft	US5949181045	1.51	388.45	+1.86%
iShares Core MSCI Emerging Markets IMI UCITS	IE00BKM4GZ66	1.49	33.04	+1.54%

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.69B	1.88	1.66	3.76
Julius Baer Institutional BVG LPPb1	3.69B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.69B	7.88	0.48	3.52
Aktien USA Passiv CHF E3	1.88B	-6.98	6.43	10.22
Aktien USA Passiv CHF A1	1.88B	-6.82	7.29	11.16

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Recent Quotes

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