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Institutional Bvg/lpp - Bvg/lpp 40 Plus A (0P0000A9IZ)

Switzerland

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145.190 -0.390 -0.27%

14/02 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036749957

Asset Class: Equity

Morningstar Rating:
Total Assets: 102.87M

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0P0000A9IZ Holdings

Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP - Julius Baer In (0P0000A9IZ) fund. Our Julius Baer Institutional BVG/LPP - Julius Baer In 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	4.380	49.800	45.420
Stocks	50.990	50.990	0.000
Bonds	30.050	30.050	0.000
Convertible	0.050	0.050	0.000
Other	14.530	14.530	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.118	17.339
Price to Book	3.067	2.943
Price to Sales	2.285	2.103
Price to Cash Flow	12.430	12.022
Dividend Yield	2.431	2.448
5 Years Earnings Growth	10.905	12.191

Sector Allocation

Name	Net %	Category Average
Technology	22.100	18.127
Healthcare	17.100	19.255
Financial Services	16.100	17.432
Industrials	11.350	10.883
Communication Services	8.490	5.351
Consumer Cyclical	8.110	8.627
Consumer Defensive	6.890	9.964
Basic Materials	4.590	5.011
Energy	3.030	2.309
Real Estate	1.730	3.177
Utilities	0.500	1.695

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 325

Number of short holdings: 7

Name	ISIN	Weight %	Last	Change %
GAM Inst - World Bond B2	CH1210486507	11.14	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	5.02	91.930	+0.12%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	4.07	85.270	-0.33%
UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a	IE00BD4TXV59	3.56	33.71	-0.09%
SPDR MSCI World UCITS	IE00BFY0GT14	3.27	41.43	-0.18%
GAM Inst - Global Corporate Bond B2h	CH1210486465	3.05	-	-
GAM Institutional - CHF Foreign Bd B2	CH0021349615	2.35	-	-
GAM FCM Cat Bond USD Instl	-	1.97	-	-
Assetimmo W	CH0010493457	1.72	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349607	1.59	107.850	-0.10%

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.98B	7.56	0.20	3.25
Julius Baer Institutional BVG LPPb1	3.98B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.98B	7.88	0.48	3.52
Aktien USA Passiv CHF A1	2.23B	3.24	10.74	13.38
Aktien USA Passiv CHF D3	2.23B	3.21	10.18	12.73

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	145.190	-0.390	-0.27%