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Institutional Bvg/lpp - Bvg/lpp 40 Plus B (0P0000A9JB)

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156.270 +0.130    +0.08%
16/10 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0036750443 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 101.49M
Julius Baer Institutional BVG/LPP - Julius Baer In 156.270 +0.130 +0.08%

0P0000A9JB Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP - Julius Baer In (0P0000A9JB) 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 7.490 34.180 26.690
Shares 50.470 50.470 0.000
Bonds 27.420 27.420 0.000
Convertible 0.020 0.020 0.000
Other 14.610 14.610 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.182 18.188
Price to Book 3.339 3.033
Price to Sales 2.408 2.181
Price to Cash Flow 13.216 12.158
Dividend Yield 2.329 2.417
5 Years Earnings Growth 8.524 9.481

Sector Allocation

Name  Net % Category Average
Technology 22.840 18.258
Financial Services 16.710 17.768
Healthcare 15.020 18.520
Industrials 12.230 11.463
Communication Services 8.480 5.431
Consumer Cyclical 7.720 8.424
Consumer Defensive 6.950 10.008
Basic Materials 4.830 5.088
Energy 2.340 2.085
Utilities 1.550 1.771
Real Estate 1.350 3.126

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 %
GAM Inst - World Bond B2 CH1210486507 10.27 - -
  Julius Baer Institutional Funds - Julius Baer Inst CH0125176831 4.90 92.800 +0.22%
  Julius Baer Institutional Funds - Julius Baer Inst CH0021349698 3.82 82.110 -0.07%
  UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a IE00BD4TXV59 3.58 33.48 -1.09%
  SPDR MSCI World UCITS IE00BFY0GT14 3.29 45.90 -0.99%
GAM Inst - Global Corporate Bond B2h CH1210486465 3.04 - -
  UBS plc MSCI ACWI SF hedged CHF A-acc IE00BYM11L64 2.44 215.45 -1.17%
GAM Institutional - CHF Foreign Bd B2 CH0021349615 2.32 - -
Assetimmo W CH0010493457 1.73 - -
GAM Star Cat Bond Institutional USD Acc IE00B6WYL972 1.62 - -

Top Equity Funds by GAM Investment Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPP F 4B 1.91 4.30 3.79
  Julius Baer Institutional BVG LPPb1 4B 1.65 3.77 3.59
  Julius Baer Institutional BVG LPPB2 4B 1.59 3.90 3.75
  Aktien USA Passiv CHF A1 2.45B 0.82 16.38 12.73
  Aktien USA Passiv CHF D3 2.45B 0.49 15.81 12.09
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