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Lazard Patrimoine Equilibre (0P00000MUL)

Paris

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3,358.830 +0.390 +0.01%

24/07 - Closed. Currency in EUR

Type: Fund

Market: France

ISIN: FR0007382965

Asset Class: Equity

Morningstar Rating:
Total Assets: 185.18M

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0P00000MUL Holdings

Comprehensive information about top holdings and Key Holding Information for the Objectif Patrimoine Equilibre (0P00000MUL) fund. Our Objectif Patrimoine Equilibre 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	20.010	30.350	10.340
Shares	55.570	56.430	0.860
Bonds	19.460	20.920	1.460
Convertible	0.800	0.800	0.000
Preferred	0.120	0.120	0.000
Other	4.020	4.020	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.562	15.547
Price to Book	2.922	2.120
Price to Sales	2.146	1.514
Price to Cash Flow	12.562	9.012
Dividend Yield	2.386	2.823
5 Years Earnings Growth	7.866	9.814

Sector Allocation

Name	Net %	Category Average
Industrials	21.930	15.803
Healthcare	17.540	11.513
Technology	16.540	17.252
Consumer Defensive	12.220	7.472
Financial Services	8.910	17.086
Consumer Cyclical	7.570	10.581
Basic Materials	6.840	7.873
Communication Services	4.790	6.598
Energy	3.140	4.584
Real Estate	0.420	3.619
Utilities	0.100	4.209

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 73

Number of short holdings: 6

Name	ISIN	Weight %	Last	Change %
Lazard Euro Short Term Money Market C	FR0011291657	13.73	-	-
Lazard Actions Américaines PC EUR	FR0007074695	10.65	-	-
Lazard Euro Sht Dur High Yld SRI PVC EUR	FR0013507019	7.21	-	-
Lazard Euro Money Market B	FR0010941815	4.67	-	-
Lazard Capital Fi SRI PVC EUR	FR0010952788	3.13	-	-
Lazard Euro Credit SRI PVC EUR	FR001400FNL8	2.61	-	-
Lazard credit 2028 Action EC EUR	FR001400KCT4	2.54	-	-
Lazard Gestion Flexible A	FR0011310598	2.46	-	-
Lazard Global Bond Opport EC H-EUR	FR001400OSG9	2.06	-	-
Lazard Credit Opportunities PC EUR	FR0010235507	2.06	1,538.370	-0.26%

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
FR0000003998	1.11B	11.02	16.03	6.96
Objectif Small Caps Euro A	808.31M	16.05	8.74	4.84
Objectif Patrimoine Croissance	722.18M	-0.81	5.54	4.96
CNP Actions EMU LF A	520.77M	9.17	10.28	5.83
Objectif Epargne Diversifie A	380.84M	-0.89	3.67	4.46

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