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Lazard Patrimoine Equilibre (0P00000MUL)

Paris

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3,377.200 +11.890 +0.35%

22/08 - Closed. Currency in EUR

Type: Fund

Market: France

ISIN: FR0007382965

Asset Class: Equity

Morningstar Rating:
Total Assets: 187.57M

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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	17.680	29.850	12.170
Shares	54.060	54.200	0.140
Bonds	20.290	22.020	1.730
Convertible	0.390	0.390	0.000
Preferred	0.120	0.120	0.000
Other	7.460	7.460	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.859	15.933
Price to Book	3.072	2.178
Price to Sales	2.182	1.544
Price to Cash Flow	12.845	9.167
Dividend Yield	2.402	2.757
5 Years Earnings Growth	7.796	10.215

Sector Allocation

Name	Net %	Category Average
Industrials	22.090	16.239
Healthcare	18.230	11.197
Technology	16.680	17.467
Consumer Defensive	11.280	7.158
Financial Services	8.870	17.098
Consumer Cyclical	7.640	10.622
Basic Materials	6.740	7.767
Communication Services	4.820	6.555
Energy	3.200	4.557
Real Estate	0.430	3.357
Utilities	0.020	4.150

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: 4

Name	ISIN	Weight %	Last	Change %
Lazard Euro Short Term Money Market C	FR0011291657	13.49	-	-
Lazard Actions Américaines PC EUR	FR0007074695	10.95	-	-
Lazard Euro Sht Dur High Yld SRI PVC EUR	FR0013507019	7.13	-	-
Lazard Euro Money Market B	FR0010941815	4.67	-	-
Lazard Capital Fi SRI PVC EUR	FR0010952788	3.11	-	-
Lazard Euro Credit SRI PVC EUR	FR001400FNL8	2.58	-	-
Lazard credit 2028 Action EC EUR	FR001400KCT4	2.50	-	-
Helium Fund Selection A-EUR	LU1112771255	2.49	-	-
Lazard Gestion Flexible A	FR0011310598	2.46	-	-
Lazard Credit Opportunities PC EUR	FR0010235507	2.03	1,558.440	+0.44%

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
FR0000003998	1.12B	10.14	13.32	6.39
Objectif Small Caps Euro A	799.09M	17.07	7.99	4.42
Objectif Patrimoine Croissance	725.89M	-0.08	3.87	4.60
CNP Actions EMU LF A	516.84M	8.95	8.58	5.34
Objectif Epargne Diversifie A	391.87M	0.48	3.26	4.33

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