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Institutional BVG/LPP - BVG/LPP 60 Plus B (0P0000A9JF)

Switzerland

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192.710 +0.730 +0.38%

11/11 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036750815

Asset Class: Equity

Morningstar Rating:
Total Assets: 124.05M

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0P0000A9JF Holdings

Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP - Julius Baer In (0P0000A9JF) 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	5.560	29.450	23.890
Shares	70.830	70.830	0.000
Bonds	14.070	14.070	0.000
Other	9.540	9.540	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.206	16.330
Price to Book	3.308	2.590
Price to Sales	2.421	1.866
Price to Cash Flow	13.230	10.350
Dividend Yield	2.322	2.907
5 Years Earnings Growth	8.518	9.606

Sector Allocation

Name	Net %	Category Average
Technology	22.900	15.397
Financial Services	16.740	16.277
Healthcare	14.910	16.605
Industrials	12.080	12.348
Communication Services	8.480	6.099
Consumer Cyclical	7.710	8.118
Consumer Defensive	6.750	9.853
Basic Materials	4.720	6.294
Energy	2.350	4.432
Real Estate	1.820	4.150
Utilities	1.530	1.823

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 359

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
SPDR MSCI World UCITS	IE00BFY0GT14	6.54	47.42	+0.51%
UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a	IE00BD4TXV59	4.05	34.84	+0.57%
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	3.85	92.270	-0.02%
GAM Inst - Global Corporate Bond B2h	CH1210486465	3.67	-	-
UBS plc MSCI ACWI SF hedged CHF A-acc	IE00BYM11L64	3.50	222.85	+0.36%
GAM Inst - World Bond B2	CH1210486507	2.46	-	-
Roche Holding Participation	CH0012032048	1.64	290.40	+0.59%
GS Absolute Ret Trkr I Acc CHF Hdg	LU1103307820	1.60	-	-
Microsoft	US5949181045	1.58	508.57	-0.02%
iShares Core MSCI Emerging Markets IMI UCITS	IE00BKM4GZ66	1.56	45.01	+0.09%

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	4B	1.91	4.30	3.79
Julius Baer Institutional BVG LPPB2	4B	1.59	3.90	3.75
Julius Baer Institutional BVG LPPb1	4B	1.65	3.77	3.59
Aktien USA Passiv CHF E3	2.59B	3.07	13.01	11.12
Aktien USA Passiv CHF D3	2.59B	3.32	13.35	11.43

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	192.710	+0.730	+0.38%
	Goldman Sachs Glo.	38.850	+0.160	+0.41%