Breaking News
Get 50% Off 0
🤔 Tesla Q2 earnings report - is now the right time to buy?
Explore Tesla Data
Close

Lo Institutional Strategies (ch) - Lpp 30 Z (0P0000PX2E)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
119.767 +0.016    +0.01%
22/07 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0115141985 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 40.69M
LO Institutional Strategies CH - LPP 30 Z D 119.767 +0.016 +0.01%

0P0000PX2E Holdings

 
Comprehensive information about top holdings and Key Holding Information for the LO Institutional Strategies CH - LPP 30 Z D (0P0000PX2E) fund. Our LO Institutional Strategies CH - LPP 30 Z D portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 7.080 89.290 82.210
Shares 35.800 35.800 0.000
Bonds 49.920 63.130 13.210
Convertible 0.160 0.160 0.000
Other 7.030 7.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.858 17.207
Price to Book 2.499 2.794
Price to Sales 1.825 2.077
Price to Cash Flow 11.022 11.765
Dividend Yield 2.544 2.700
5 Years Earnings Growth 8.866 9.480

Sector Allocation

Name  Net % Category Average
Healthcare 17.610 18.698
Financial Services 16.890 17.611
Technology 14.750 17.295
Industrials 13.050 10.465
Consumer Cyclical 9.270 9.703
Consumer Defensive 8.810 9.698
Basic Materials 5.850 5.277
Real Estate 4.930 4.389
Communication Services 4.810 5.322
Utilities 2.430 1.999
Energy 1.620 2.694

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 3,818

Number of short holdings: 322

Name ISIN Weight % Last Change %
UBS (CH) IF - Eq W ex CH Sm NSL I-A-acc CH0233387510 4.95 - -
Msci E/M Fut Jun25 - 2.92 - -
10 Year Treasury Note Future June 25 - 1.58 - -
  Nestle CH0038863350 1.57 77.75 +0.31%
UBS (CH) IF - Equities EM NSL I-A-acc CH0185709083 1.49 - -
Euro Stoxx50 Fut Jun25 DE000C6ZNNN9 1.41 - -
  Roche Holding Participation CH0012032048 1.31 261.30 +2.83%
  Novartis CH0012005267 1.29 93.12 +1.05%
E-mini S&P 500 Future June 25 - 1.13 - -
Trsbp Cy11 Eu270326p-Trsbp Cy11 Eu270326r - 0.98 - -

Top Equity Funds by Lombard Odier Asset Management (Switzerland) SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  VF CH Valiant Swiss Equities SPI S 609.11M 9.00 3.55 5.90
  VF CH Valiant Swiss Equities SPI I 609.11M 6.99 4.81 5.53
  LO Institutional Strategies CH Swi 548.73M 4.45 8.79 5.85
  LO Institutional Strategies CH Swis 548.73M 2.51 4.33 5.02
  Avadis VermOgensbildung SICAV Strat 271.92M 1.68 6.07 3.90
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000PX2E Comments

Write your thoughts about Lo Institutional Strategies (ch) - Lpp 30 Z
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email