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Lazard Patrimoine Equilibre (0P00000MUL)

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3,297.220 +17.060 +0.52%

09/05 - Closed. Currency in EUR

Type: Fund

Market: France

ISIN: FR0007382965

Asset Class: Equity

Morningstar Rating:
Total Assets: 182.57M

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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	19.100	33.450	14.350
Shares	56.600	56.910	0.310
Bonds	20.300	24.240	3.940
Convertible	1.700	1.700	0.000
Preferred	0.160	0.160	0.000
Other	2.130	2.130	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.245	15.261
Price to Book	2.774	2.090
Price to Sales	2.061	1.515
Price to Cash Flow	11.960	8.980
Dividend Yield	2.512	2.838
5 Years Earnings Growth	8.699	10.312

Sector Allocation

Name	Net %	Category Average
Healthcare	18.750	11.763
Industrials	18.420	15.485
Technology	16.900	16.846
Consumer Defensive	12.130	7.662
Financial Services	10.340	17.279
Consumer Cyclical	7.630	10.845
Basic Materials	6.960	7.817
Communication Services	4.810	6.397
Energy	3.600	4.738
Real Estate	0.390	3.733
Utilities	0.090	4.096

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 75

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Lazard Euro Short Term Money Market C	FR0011291657	13.84	-	-
Lazard Actions Américaines PC EUR	FR0007074695	10.51	-	-
Lazard Euro Sht Dur High Yld SRI PVC EUR	FR0013507019	7.08	-	-
Lazard Euro Money Market B	FR0010941815	5.30	-	-
Lazard Capital Fi SRI PVC EUR	FR0010952788	3.06	-	-
Lazard Euro Credit SRI PVC EUR	FR001400FNL8	2.56	-	-
Lazard credit 2028 Action EC EUR	FR001400KCT4	2.49	-	-
Lazard Gestion Flexible A	FR0011310598	2.44	-	-
Lazard Rathmore Alternative C Acc USD	IE00BFZ4RY41	2.02	-	-
Lazard Global Bond Opport EC H-EUR	FR001400OSG9	2.02	-	-

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
Objectif Epargne Diversifie A	340.96M	-2.76	1.85	3.85

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Objectif Patrimoi.	3,297.220	+17.060	+0.52%