Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Lo Institutional Strategies (ch) - Lpp 30 I (0P0000ZZ1M)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
117.502 +0.320    +0.27%
25/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0115141670 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 43.36M
LO Institutional Strategies CH - LPP 30 I D 117.502 +0.320 +0.27%

0P0000ZZ1M Holdings

 
Comprehensive information about top holdings and Key Holding Information for the LO Institutional Strategies CH - LPP 30 I D (0P0000ZZ1M) fund. Our LO Institutional Strategies CH - LPP 30 I D portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 8.920 79.840 70.920
Stocks 30.070 30.070 0.000
Bonds 54.090 69.440 15.350
Convertible 0.190 0.190 0.000
Other 6.730 6.730 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.973 16.998
Price to Book 2.846 2.760
Price to Sales 1.930 1.964
Price to Cash Flow 12.661 11.799
Dividend Yield 2.319 2.705
5 Years Earnings Growth 14.128 10.904

Sector Allocation

Name  Net % Category Average
Healthcare 19.130 19.195
Technology 15.190 17.674
Industrials 14.990 10.964
Financial Services 13.630 16.360
Consumer Defensive 9.580 10.393
Consumer Cyclical 9.350 9.260
Basic Materials 6.620 5.369
Real Estate 4.050 4.434
Communication Services 3.520 5.013
Utilities 2.620 1.920
Energy 1.300 3.055

Region Allocation

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

Top Holdings

Number of long holdings: 3,606

Number of short holdings: 262

Name ISIN Weight % Last Change %
10 Year Treasury Note Future Dec 24 - 2.85 - -
CSIF (CH) Equity Wrld ex CH Sm Cp B QB CH0233387510 2.54 - -
  Nestle CH0038863350 1.55 76.36 +0.69%
  Novartis CH0012005267 1.40 92.75 +0.89%
CSIF (CH) Equity Emerging Mrk B QB CH0185709083 1.36 - -
  Roche Holding Participation CH0012032048 1.35 252.50 +0.44%
Trsbp Ctkh Eu270325p-Trsbp Ctkh Eu270325r - 1.06 - -
  UBS CH Property Swiss Mixed Sima CH0014420878 0.85 149.00 -1.65%
  Microsoft US5949181045 0.59 423.80 -0.98%
  UBS Group CH0244767585 0.52 27.67 -0.32%

Top Equity Funds by Lombard Odier Asset Mgt (Switzerland) SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  VF CH Valiant Swiss Equities SPI S 557.32M 6.30 -0.43 6.03
  VF CH Valiant Swiss Equities SPI I 557.32M 5.68 -1.13 5.30
  LO Institutional Strategies CH Swi 442.65M 11.95 2.15 5.77
  LO Institutional Strategies CH Swis 442.65M 4.80 -1.02 5.45
  Avadis VermOgensbildung SICAV Strat 261.29M 7.80 -0.52 3.71
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000ZZ1M Comments

Write your thoughts about Lo Institutional Strategies (ch) - Lpp 30 I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email