Breaking News
Get 50% Off 0
🌎 30+ NEW AI-picked stock strategies for exciting international markets
Unlock Global AI Picks
Close

Lazard Equity Sri Pc Eur (0P00000I2M)

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
 
2,793.530 +2.300    +0.08%
21/01 - Closed. Currency in EUR
Type:  Fund
Market:  France
ISIN:  FR0000003998 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 785.6M
Lazard Equity SRI PC EUR 2,793.530 +2.300 +0.08%

0P00000I2M Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Lazard Equity SRI PC EUR (0P00000I2M) fund. Our Lazard Equity SRI PC EUR 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 1.930 2.460 0.530
Shares 97.810 97.810 0.000
Other 0.450 0.450 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.684 14.159
Price to Book 1.617 2.013
Price to Sales 1.202 1.385
Price to Cash Flow 8.723 9.081
Dividend Yield 3.582 3.511
5 Years Earnings Growth 9.247 9.753

Sector Allocation

Name  Net % Category Average
Financial Services 24.230 17.563
Industrials 17.070 18.221
Technology 15.530 15.027
Healthcare 11.090 8.583
Consumer Defensive 7.790 7.769
Communication Services 7.770 5.689
Consumer Cyclical 7.110 12.462
Basic Materials 5.960 6.150
Utilities 2.200 5.584
Energy 1.270 4.719

Region Allocation

  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 10

Name ISIN Weight % Last Change %
  ASML Holding NL0010273215 5.41 748.10 +2.14%
  SAP DE0007164600 5.36 262.300 0.00%
  Sanofi FR0000120578 4.32 98.85 -0.17%
  Deutsche Telekom AG DE0005557508 3.95 29.950 0.00%
  Santander ES0113900J37 3.50 4.7380 0.00%
  Air Liquide FR0000120073 3.27 162.40 +0.96%
  EssilorLuxottica FR0000121667 3.18 253.50 +1.40%
  BNP Paribas FR0000131104 3.17 62.31 -1.27%
  L'Oreal FR0000120321 3.04 349.65 +2.48%
  Muench. Rueckvers. DE0008430026 2.86 522.40 0.00%

Top Equity Funds by Lazard Frères Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  Objectif Patrimoine Croissance 777.91M 4.69 1.79 6.09
  Objectif Small Caps Euro A 648.47M -4.71 -3.21 5.57
  CNP Actions EMU LF A 645.01M 4.32 3.60 6.34
  FR0000299356 343.58M 3.39 -3.00 4.70
  Objectif Epargne Diversifie A 346.48M 6.19 2.89 5.34
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.

0P00000I2M Comments

Write your thoughts about Lazard Equity Sri Pc Eur
 
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