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

Switzerland

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177.340 +0.740 +0.42%

02/10 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036750690

Asset Class: Equity

Morningstar Rating:
Total Assets: 122.54M

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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	5.890	28.900	23.010
Shares	70.690	70.690	0.000
Bonds	13.500	13.500	0.000
Other	9.930	9.930	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.372	16.489
Price to Book	3.288	2.606
Price to Sales	2.404	1.863
Price to Cash Flow	13.069	10.433
Dividend Yield	2.300	2.893
5 Years Earnings Growth	8.479	9.651

Sector Allocation

Name	Net %	Category Average
Technology	22.370	15.402
Financial Services	16.930	16.037
Healthcare	15.270	17.008
Industrials	12.520	12.143
Communication Services	8.560	6.021
Consumer Cyclical	7.970	8.171
Consumer Defensive	6.980	10.187
Basic Materials	4.680	6.250
Energy	2.580	4.367
Utilities	1.170	1.731
Real Estate	0.970	4.068

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 356

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
SPDR MSCI World UCITS	IE00BFY0GT14	6.25	46.72	+0.06%
UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a	IE00BD4TXV59	3.87	33.98	+0.31%
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	3.76	92.180	+0.07%
GAM Inst - Global Corporate Bond B2h	CH1210486465	3.57	-	-
UBS plc MSCI ACWI SF hedged CHF A-acc	IE00BYM11L64	3.34	219.55	-0.09%
GAM Inst - World Bond B2	CH1210486507	2.40	-	-
Microsoft	US5949181045	1.63	526.69	+1.81%
Roche Holding Participation	CH0012032048	1.57	288.40	+0.56%
GS Absolute Ret Trkr I Acc CHF Hdg	LU1103307820	1.55	-	-
Nestle	CH0038863350	1.47	74.37	+0.23%

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.99B	1.91	4.30	3.79
Julius Baer Institutional BVG LPPb1	3.99B	1.65	3.77	3.59
Julius Baer Institutional BVG LPPB2	3.99B	1.59	3.90	3.75
Aktien USA Passiv CHF A1	2.49B	-2.31	11.80	12.18
Aktien USA Passiv CHF D3	2.49B	-2.59	11.25	11.55

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Recent Quotes

Name	Price	Chg.	Chg. %
Julius Baer Insti.	177.340	+0.740	+0.42%
LEAS	3.99	0.00	0.00%
XPEV	23.79	+0.72	+3.10%
DLGS	79.480	+0.000	+0.00%
SWEMb	0.410	+0.000	+0.00%
EICA	24.67	+0.07	+0.28%
Unipol Comparto O.	19.733	+0.010	+0.05%
AIMFp	0.09	0.00	0.00%