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Lazard Patrimoine Opportunities Sri Rc Eur (0P00000PY3)

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98.400 +0.070 +0.07%

07/05 - Closed. Currency in EUR

Type: Fund

Market: France

ISIN: FR0007028543

Asset Class: Equity

Morningstar Rating:
Total Assets: 340.96M

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0P00000PY3 Holdings

Comprehensive information about top holdings and Key Holding Information for the Objectif Epargne Diversifié A (0P00000PY3) fund. Our Objectif Epargne Diversifié A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	43.350	43.860	0.510
Bonds	75.980	104.050	28.070
Convertible	1.080	1.080	0.000
Preferred	0.300	0.300	0.000
Other	0.020	0.020	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.028	15.164
Price to Book	2.310	2.066
Price to Sales	1.865	1.478
Price to Cash Flow	10.543	9.006
Dividend Yield	2.477	2.987
5 Years Earnings Growth	8.935	10.104

Sector Allocation

Name	Net %	Category Average
Technology	22.370	15.491
Financial Services	17.330	17.636
Industrials	16.340	14.883
Healthcare	14.440	11.253
Consumer Cyclical	9.650	11.948
Communication Services	6.490	6.099
Consumer Defensive	5.820	8.120
Basic Materials	4.440	6.006
Real Estate	1.910	2.656
Energy	0.690	4.478
Utilities	0.520	4.514

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 215

Number of short holdings: 20

Name	ISIN	Weight %	Last	Change %
2 Year Treasury Note Future June 25	-	41.75	-	-
Long Gilt Future June 25	-	7.23	-	-
MSCI Emerging Markets Index Future June 25	-	4.74	-	-
Germany 0 15-Aug-2031	DE0001030732	3.27	87.850	0.00%
Lazard Human Capital EC EUR	FR0014009F63	3.24	-	-
N1 Tokyo Nikk 0625	-	2.70	-	-
Spain 1 30-Jul-2042	ES0000012J07	2.39	65.580	-0.55%
Germany 0 10-Oct-2025	DE0001030716	2.32	99.250	-0.02%
Objectif Small Caps Euro A	FR0000174310	2.31	962.700	-0.39%
Italy 4 30-Apr-2035	IT0005508590	2.14	104.660	-0.34%

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
FR0000003998	941.86M	8.05	11.57	6.30
Objectif Small Caps Euro A	719.02M	6.38	3.02	3.77
Objectif Patrimoine Croissance	713.56M	-2.29	2.85	4.47
CNP Actions EMU LF A	524.67M	7.49	7.11	5.33
FR0000299356	321.84M	1.10	2.34	2.92

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Objectif Epargne .	98.400	+0.070	+0.07%