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Institutional Bvg/lpp - Bvg/lpp 60 Plus A (0P0000A9J3)

Switzerland

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171.330 +1.510 +0.89%

22/11 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036750690

Asset Class: Equity

Morningstar Rating:
Total Assets: 114.25M

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0P0000A9J3 Holdings

Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP - Julius Baer In (0P0000A9J3) 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	9.050	11.500	2.450
Shares	70.970	70.970	0.000
Bonds	8.980	9.000	0.020
Convertible	1.130	1.130	0.000
Preferred	0.010	0.010	0.000
Other	9.850	9.850	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.958	16.134
Price to Book	2.784	2.553
Price to Sales	1.778	1.741
Price to Cash Flow	9.798	10.370
Dividend Yield	2.528	2.883
5 Years Earnings Growth	9.116	11.333

Sector Allocation

Name	Net %	Category Average
Technology	22.310	15.660
Healthcare	20.690	17.593
Financial Services	15.240	15.008
Consumer Defensive	8.900	10.604
Industrials	8.850	11.702
Consumer Cyclical	7.760	8.115
Communication Services	6.760	5.680
Basic Materials	5.260	6.476
Energy	3.550	4.624
Real Estate	0.460	4.045
Utilities	0.210	1.603

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 276

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	5.38	92.260	+0.14%
GAM Inst - World Bond B2	CH1210486507	3.59	-	-
SPDR MSCI World UCITS	IE00BFY0GT14	2.84	40.07	+0.58%
Roche Holding Participation	CH0012032048	2.75	253.50	-0.31%
Nestle	CH0038863350	2.49	75.96	-0.05%
Microsoft	US5949181045	2.02	418.79	+0.43%
Novartis	CH0012005267	1.92	91.93	-1.87%
Alphabet A	US02079K3059	1.60	167.65	+1.75%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	1.26	83.650	+0.82%
db x-trackers II Global Sovereign EUR UCITS 5C	LU0908508731	1.05	229.92	0.00%

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPPb1	3.86B	6.52	0.92	3.34
Julius Baer Institutional BVG LPPB2	3.86B	6.67	1.10	3.52
Julius Baer Institutional BVG LPP F	3.86B	6.44	0.82	3.24
Aktien USA Passiv CHF E3	2.15B	23.15	5.36	10.59
Aktien USA Passiv CHF A1	2.15B	23.93	6.21	11.52

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	171.330	+1.510	+0.89%