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Lazard Patrimoine Equilibre (0P00000MUL)

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3,337.140 +4.700    +0.14%
03/06 - Closed. Currency in EUR
Type:  Fund
Market:  France
Issuer:  Lazard Frères Gestion
ISIN:  FR0007382965 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 180.55M
Objectif Patrimoine Equilibre 3,337.140 +4.700 +0.14%

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 21.090 34.640 13.550
Shares 52.040 52.510 0.470
Bonds 22.010 25.000 2.990
Convertible 0.640 0.640 0.000
Preferred 0.150 0.150 0.000
Other 4.070 4.070 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.723 15.314
Price to Book 2.808 2.092
Price to Sales 2.083 1.521
Price to Cash Flow 12.130 8.917
Dividend Yield 2.501 2.851
5 Years Earnings Growth 7.683 10.161

Sector Allocation

Name  Net % Category Average
Industrials 21.170 15.627
Healthcare 19.080 11.667
Technology 15.240 17.157
Consumer Defensive 13.110 7.530
Financial Services 8.820 17.133
Basic Materials 7.300 7.782
Consumer Cyclical 7.300 10.669
Communication Services 4.400 6.509
Energy 3.180 4.745
Real Estate 0.420 3.840
Utilities -0.020 4.122

Region Allocation

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

Top Holdings

Number of long holdings: 70

Number of short holdings: 6

Name ISIN Weight % Last Change %
Lazard Euro Short Term Money Market C FR0011291657 13.88 - -
Lazard Actions Américaines PC EUR FR0007074695 9.88 - -
Lazard Euro Money Market B FR0010941815 7.98 - -
Lazard Euro Sht Dur High Yld SRI PVC EUR FR0013507019 7.13 - -
Lazard Capital Fi SRI PVC EUR FR0010952788 3.05 - -
Lazard Euro Credit SRI PVC EUR FR001400FNL8 2.59 - -
Lazard credit 2028 Action EC EUR FR001400KCT4 2.52 - -
Lazard Gestion Flexible A FR0011310598 2.43 - -
Lazard Global Bond Opport EC H-EUR FR001400OSG9 2.05 - -
  Lazard Credit Opportunities PC EUR FR0010235507 2.02 1,516.530 +0.06%

Top Equity Funds by Lazard Frères Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  FR0000003998 1.07B 8.05 11.57 6.30
  Objectif Small Caps Euro A 745.62M 6.38 3.02 3.77
  Objectif Patrimoine Croissance 726.53M -2.29 2.85 4.47
  CNP Actions EMU LF A 530.61M 7.49 7.11 5.33
  Objectif Epargne Diversifie A 349.3M -2.76 1.85 3.85
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