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Institutional BVG/LPP - BVG/LPP 60 Plus A (0P0000A9J3)

Switzerland

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179.210 +0.810 +0.45%

26/11 - Delayed Data. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036750690

Asset Class: Equity

Morningstar Rating:
Total Assets: 123.35M

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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	3.120	34.530	31.410
Shares	72.300	72.300	0.000
Bonds	14.130	14.130	0.000
Other	10.450	10.450	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.442	16.265
Price to Book	3.397	2.606
Price to Sales	2.451	1.858
Price to Cash Flow	13.392	10.364
Dividend Yield	2.208	2.902
5 Years Earnings Growth	7.922	9.590

Sector Allocation

Name	Net %	Category Average
Technology	23.370	15.528
Financial Services	16.330	16.341
Healthcare	14.860	16.450
Industrials	12.370	12.404
Communication Services	8.840	6.130
Consumer Cyclical	8.000	8.151
Consumer Defensive	6.800	9.775
Basic Materials	4.620	6.256
Energy	2.330	4.428
Utilities	1.580	1.818
Real Estate	0.890	4.111

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 369

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
SPDR MSCI World UCITS	IE00BFY0GT14	6.81	47.09	+0.12%
UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a	IE00BD4TXV59	4.22	34.70	+0.43%
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	3.92	92.490	+0.11%
GAM Inst - Global Corporate Bond B2h	CH1210486465	3.72	-	-
UBS plc MSCI ACWI SF hedged CHF A-acc	IE00BYM11L64	3.65	221.60	+0.43%
GAM Inst - World Bond B2	CH1210486507	2.49	-	-
iShares Core MSCI Emerging Markets IMI UCITS	IE00BKM4GZ66	2.09	43.90	-0.11%
Alphabet A	US02079K3059	1.81	319.95	-1.08%
Roche Holding Participation	CH0012032048	1.65	309.30	0.00%
GS Absolute Ret Trkr I Acc CHF Hdg	LU1103307820	1.64	-	-

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	4.02B	1.91	4.30	3.79
Julius Baer Institutional BVG LPPb1	4.02B	1.65	3.77	3.59
Julius Baer Institutional BVG LPPB2	4.02B	1.59	3.90	3.75
Aktien USA Passiv CHF D3	2.58B	3.78	13.52	11.47
Aktien USA Passiv CHF A1	2.58B	4.14	14.07	12.10

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