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Lazard Patrimoine Opportunities Sri Rc Eur (0P00000PY3)

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101.320 -0.120    -0.12%
17/12 - Closed. Currency in EUR
Type:  Fund
Market:  France
ISIN:  FR0007028543 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 349.44M
Objectif Epargne Diversifié A 101.320 -0.120 -0.12%

0P00000PY3 Overview

 
Find basic information about the Lazard Patrimoine Opportunities Sri Rc Eur mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00000PY3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.93%
Prev. Close101.44
Risk Rating
TTM Yield0%
ROE24.64%
IssuerN/A
TurnoverN/A
ROA10.38%
Inception DateJan 08, 1999
Total Assets349.44M
Expenses1.55%
Min. Investment1
Market Cap102.11B
CategoryEUR Moderate Allocation
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Lazard Patrimoine Opportunities Sri Rc Eur Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 1030 1091 1110 1310 1682
Fund Return 6.45% 2.98% 9.1% 3.54% 5.54% 5.34%
Place in category 286 87 310 53 17 5
% in Category 48 16 52 14 5 2

Top Equity Funds by Lazard Frères Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  Objectif Patrimoine Croissance 771.67M 4.71 3.14 6.03
  FR0000003998 777.98M 6.40 7.87 6.85
  CNP Actions EMU LF A 633.76M 3.23 4.44 6.05
  Objectif Small Caps Euro A 649.32M -6.41 -2.33 5.54
  FR0000299356 358.49M 6.95 -0.19 5.03

Top Funds for EUR Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Afer Diversifie Durable 596.12M 4.95 1.15 2.83
  Ofi RS Equilibre C D 342.36M 4.93 0.70 3.06
  Actions 50 D 202.94M 4.68 0.79 3.88
  GEFIP Patrimonial 179.05M 6.25 -0.61 1.65
  Valtitres 4 115.69M 9.63 1.20 3.48

Top Holdings

Name ISIN Weight % Last Change %
Euro Bund Future Dec 24 DE000F0Q7BU6 6.55 - -
MSCI Emerging Markets Index Future Dec 24 - 5.24 - -
  Germany 0 15-Aug-2031 DE0001030732 3.35 87.520 0.00%
Lazard Human Capital EC EUR FR0014009F63 3.27 - -
  Oat Green Bond Tf 1,75% Gn39 Eur FR0013234333 2.98 82.90 -0.17%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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