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

Switzerland

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173.590 +0.270 +0.16%

14/08 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036750690

Asset Class: Equity

Morningstar Rating:
Total Assets: 123.01M

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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	6.620	29.710	23.090
Shares	70.220	70.220	0.000
Bonds	13.690	13.690	0.000
Convertible	0.020	0.020	0.000
Other	9.450	9.450	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.958	16.413
Price to Book	3.157	2.574
Price to Sales	2.393	1.858
Price to Cash Flow	12.818	10.381
Dividend Yield	2.379	2.894
5 Years Earnings Growth	8.302	9.674

Sector Allocation

Name	Net %	Category Average
Technology	21.730	15.516
Financial Services	16.040	15.952
Healthcare	15.920	16.855
Industrials	12.560	12.098
Communication Services	8.270	5.973
Consumer Cyclical	8.000	8.264
Consumer Defensive	7.310	10.322
Basic Materials	4.730	6.144
Energy	2.470	4.347
Real Estate	1.810	4.207
Utilities	1.160	1.714

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 353

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
SPDR MSCI World UCITS	IE00BFY0GT14	6.03	44.73	+0.34%
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	3.81	91.680	-0.26%
UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a	IE00BD4TXV59	3.73	32.52	-0.30%
GAM Inst - Global Corporate Bond B2h	CH1210486465	3.60	-	-
UBS plc MSCI ACWI SF hedged CHF A-acc	IE00BYM11L64	3.26	210.70	+0.29%
GAM Inst - World Bond B2	CH1210486507	2.43	-	-
Roche Holding Participation	CH0012032048	1.69	256.00	+2.36%
Microsoft	US5949181045	1.60	523.34	+0.16%
Nestle	CH0038863350	1.55	72.34	+0.37%
GS Absolute Ret Trkr I Acc CHF Hdg	LU1103307820	1.54	-	-

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.93B	1.53	3.64	3.49
Julius Baer Institutional BVG LPPb1	3.93B	1.65	3.77	3.59
Julius Baer Institutional BVG LPPB2	3.93B	1.59	3.90	3.75
Aktien USA Passiv CHF E3	2.41B	-3.02	10.24	10.58
Aktien USA Passiv CHF A1	2.41B	-2.61	11.12	11.51

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Recent Quotes

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