Breaking News
Get 50% Off 0
👀 Ones to watch: The MOST undervalued stocks to buy right now
See Undervalued Stocks
Close

Lazard Patrimoine Opportunities Sri Rc Eur (0P00000PY3)

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
 
100.940 +0.060    +0.06%
23/12 - Closed. Currency in EUR
Type:  Fund
Market:  France
Issuer:  Lazard Frères Gestion
ISIN:  FR0007028543 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 342.53M
Objectif Epargne Diversifié A 100.940 +0.060 +0.06%

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

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 %
Shares 40.680 42.250 1.570
Bonds 75.240 104.800 29.560
Convertible 1.150 1.150 0.000
Preferred 0.300 0.300 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.201 15.018
Price to Book 2.385 2.101
Price to Sales 1.861 1.460
Price to Cash Flow 10.942 9.039
Dividend Yield 2.451 3.002
5 Years Earnings Growth 10.139 10.197

Sector Allocation

Name  Net % Category Average
Technology 23.320 15.747
Financial Services 17.040 16.843
Industrials 16.740 14.620
Healthcare 13.450 11.819
Consumer Cyclical 9.760 11.689
Communication Services 6.930 5.922
Consumer Defensive 5.530 8.259
Basic Materials 4.380 6.181
Energy 1.640 4.719
Real Estate 0.800 2.842
Utilities 0.420 4.673

Region Allocation

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

Top Holdings

Number of long holdings: 221

Number of short holdings: 18

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Mar 25 - 41.68 - -
Long Gilt Future Mar 25 GB00M2557897 7.66 - -
MSCI Emerging Markets Index Future Dec 24 - 5.22 - -
Lazard Human Capital EC EUR FR0014009F63 3.38 - -
  Germany 0 15-Aug-2031 DE0001030732 3.30 87.170 -0.17%
  Oat Green Bond Tf 1,75% Gn39 Eur FR0013234333 2.95 82.64 +0.06%
  Spain 1 30-Jul-2042 ES0000012J07 2.56 68.930 +0.07%
  Germany 0 10-Oct-2025 DE0001030716 2.26 98.373 +0.04%
  Objectif Small Caps Euro A FR0000174310 2.07 883.330 +0.73%
E-Min Rus 200 1224 - 2.01 - -

Top Equity Funds by Lazard Frères Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  Objectif Patrimoine Croissance 763.1M 4.71 3.14 6.03
  FR0000003998 754.01M 6.40 7.87 6.85
  CNP Actions EMU LF A 627.64M 3.23 4.44 6.05
  Objectif Small Caps Euro A 641.6M -6.41 -2.33 5.54
  FR0000299356 342.48M 6.95 -0.19 5.03
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.

0P00000PY3 Comments

Write your thoughts about Lazard Patrimoine Opportunities Sri Rc Eur
 
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