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

Switzerland

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174.250 +0.460 +0.26%

09/09 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036750690

Asset Class: Equity

Morningstar Rating:
Total Assets: 124.32M

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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	5.090	28.170	23.080
Shares	70.920	70.920	0.000
Bonds	13.710	13.710	0.000
Convertible	0.020	0.020	0.000
Other	10.260	10.260	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.179	16.470
Price to Book	3.272	2.594
Price to Sales	2.352	1.866
Price to Cash Flow	12.796	10.476
Dividend Yield	2.285	2.884
5 Years Earnings Growth	8.361	9.655

Sector Allocation

Name	Net %	Category Average
Technology	22.830	15.508
Financial Services	16.380	15.968
Healthcare	15.340	16.848
Industrials	12.790	12.197
Communication Services	8.420	5.985
Consumer Cyclical	8.020	8.232
Consumer Defensive	6.920	10.239
Basic Materials	4.620	6.207
Energy	2.580	4.348
Utilities	1.210	1.729
Real Estate	0.890	4.124

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 350

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
SPDR MSCI World UCITS	IE00BFY0GT14	6.27	45.29	+0.51%
UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a	IE00BD4TXV59	3.88	32.90	+0.52%
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	3.81	92.180	-0.10%
GAM Inst - Global Corporate Bond B2h	CH1210486465	3.61	-	-
UBS plc MSCI ACWI SF hedged CHF A-acc	IE00BYM11L64	3.35	212.80	+0.61%
GAM Inst - World Bond B2	CH1210486507	2.44	-	-
Microsoft	US5949181045	1.77	500.37	+0.39%
Roche Holding Participation	CH0012032048	1.69	266.10	-1.33%
GS Absolute Ret Trkr I Acc CHF Hdg	LU1103307820	1.55	-	-
Meta Platforms	US30303M1027	1.45	751.98	-1.79%

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPPb1	3.95B	1.65	3.77	3.59
Julius Baer Institutional BVG LPPB2	3.95B	1.59	3.90	3.75
Julius Baer Institutional BVG LPP F	3.95B	1.53	3.64	3.49
Aktien USA Passiv CHF E3	2.4B	-3.02	10.24	10.58
Aktien USA Passiv CHF A1	2.4B	-2.61	11.12	11.51

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Recent Quotes

Name	Price	Chg.	Chg. %
Julius Baer Insti.	174.250	+0.460	+0.26%
1229	0.239	0.000	0.00%
VCBD	0.0014	0.0000	0.00%
Scotia Estratégic.	3.058	+0.001	+0.05%
PSG	2.670	+0.015	+0.56%
CFR_pa_old	26.16	0.00	0.00%
TianHong CSI Food.	0.755	-0.001	-0.13%
TD Retirement Bal.	11.310	+0.030	+0.27%