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Lazard Patrimoine Equilibre (0P00000MUL)

Paris

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3,147.060 +0.430 +0.01%

09/04 - Closed. Currency in EUR

Type: Fund

Market: France

ISIN: FR0007382965

Asset Class: Equity

Morningstar Rating:
Total Assets: 173.62M

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0P00000MUL Holdings

Comprehensive information about top holdings and Key Holding Information for the Objectif Patrimoine Equilibre (0P00000MUL) fund. Our Objectif Patrimoine Equilibre 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	21.240	35.610	14.370
Stocks	54.380	54.450	0.070
Bonds	19.660	22.750	3.090
Convertible	1.180	1.180	0.000
Preferred	0.160	0.160	0.000
Other	3.380	3.380	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.976	15.301
Price to Book	2.998	2.138
Price to Sales	2.238	1.525
Price to Cash Flow	12.846	9.211
Dividend Yield	2.415	2.819
5 Years Earnings Growth	8.852	10.528

Sector Allocation

Name	Net %	Category Average
Healthcare	20.140	11.948
Industrials	17.140	15.194
Technology	16.390	17.101
Consumer Defensive	12.120	7.759
Financial Services	10.490	16.770
Consumer Cyclical	7.840	11.266
Basic Materials	6.820	7.750
Communication Services	5.250	6.396
Energy	3.440	4.871
Real Estate	0.270	3.686
Utilities	0.100	3.967

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 75

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Lazard Euro Short Term Money Market C	FR0011291657	13.12	-	-
Lazard Actions Américaines PC EUR	FR0007074695	10.90	-	-
Lazard Euro Money Market B	FR0010941815	9.26	-	-
Lazard Euro Sht Dur High Yld SRI PVC EUR	FR0013507019	6.69	-	-
Lazard Capital Fi SRI PVC EUR	FR0010952788	2.91	-	-
AstraZeneca	GB0009895292	2.44	10,018.0	+3.63%
Lazard credit 2028 Action EC EUR	FR001400KCT4	2.36	-	-
Lazard Gestion Flexible A	FR0011310598	2.34	-	-
Lazard Actions Emergentes I	FR0010365288	1.94	-	-
Lazard Euro Credit SRI PVC EUR	FR001400FNL8	1.93	-	-

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
FR0000003998	801.81M	11.06	12.35	6.84
Objectif Patrimoine Croissance	673.65M	0.09	3.39	4.80
Objectif Small Caps Euro A	638.02M	4.29	1.34	4.04
CNP Actions EMU LF A	528.04M	6.88	6.78	5.13
FR0000299356	284.71M	8.94	4.73	4.13

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