Breaking News

Institutional Bvg/lpp - Bvg/lpp 25 Plus A (0P0000A9IW)

Switzerland

Add to/Remove from Watchlist Add to Watchlist

121.320 +0.110 +0.09%

28/11 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: GAM Investment Management (Switzerland) AG

ISIN: CH0036741061

Asset Class: Equity

Morningstar Rating:
Total Assets: 50.4M

General
Chart
- Streaming Chart
- Interactive Chart
Technical
- Technical Analysis
Forum

0P0000A9IW Holdings

Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional Funds - Julius Baer Inst (0P0000A9IW) fund. Our Julius Baer Institutional Funds - Julius Baer Inst portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert

Add to Watchlist

Add to/Remove from Watchlist

Name	Net %	Long %	Short %
Cash	16.140	21.740	5.600
Stocks	30.620	30.620	0.000
Bonds	34.530	35.020	0.490
Convertible	0.790	0.790	0.000
Other	17.930	18.260	0.330

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.010	16.958
Price to Book	2.697	2.756
Price to Sales	1.715	1.963
Price to Cash Flow	9.728	11.781
Dividend Yield	2.587	2.708
5 Years Earnings Growth	8.905	10.879

Sector Allocation

Name	Net %	Category Average
Technology	20.720	17.683
Healthcare	20.250	19.189
Financial Services	14.640	16.370
Consumer Defensive	9.600	10.380
Industrials	9.370	10.968
Consumer Cyclical	7.680	9.259
Communication Services	7.310	5.016
Basic Materials	5.170	5.362
Energy	3.240	3.054
Utilities	1.330	1.918
Real Estate	0.690	4.437

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 261

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	18.30	92.980	+0.11%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	9.78	83.710	+0.28%
GAM Inst - World Bond B2	CH1210486507	6.17	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349607	4.57	109.000	+0.19%
iShares Edge MSCI World Min Vol	IE00B8FHGS14	3.72	66.070	+0.20%
Assetimmo W	CH0010493457	3.50	-	-
SPDR MSCI World UCITS	IE00BFY0GT14	3.07	40.39	+0.40%
Amundi Index Solutions J.P. Morgan GBI Global Govi	LU1437016204	2.60	48.22	+0.31%
GAM FCM Cat Bond USD Instl	-	2.58	-	-
GAM Institutional - CHF Foreign Bd B2	CH0021349615	2.53	-	-

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPPB2	3.87B	6.67	1.10	3.52
Julius Baer Institutional BVG LPP F	3.87B	6.44	0.82	3.24
Julius Baer Institutional BVG LPPb1	3.87B	6.52	0.92	3.34
Aktien USA Passiv CHF A1	2.16B	23.93	6.21	11.52
Aktien USA Passiv CHF D3	2.16B	23.46	5.67	10.88

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation, don’t trash it.
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.
Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.
Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read Investing.com's comments guidelines and agree to the terms described.

I Agree

0P0000A9IW Comments

Write your thoughts about Institutional Bvg/lpp - Bvg/lpp 25 Plus A

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d1-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d1-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d1-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

US 30	44,953.5	+106.5	+0.24%
US 500	6,036.0	+37.3	+0.62%
Dow Jones	44,910.65	+188.59	+0.42%
S&P 500	6,032.40	+33.60	+0.56%
Nasdaq	19,218.17	+157.69	+0.83%
S&P 500 VIX	13.51	-0.39	-2.81%
Dollar Index	105.83	-0.22	-0.21%

Crude Oil WTI	68.14	-0.58	-0.84%
Brent Oil	72.94	+0.16	+0.22%
Natural Gas	3.363	+0.159	+4.99%
Gold	2,681.00	+16.20	+0.61%
Silver	31.100	+0.544	+1.78%
Copper	4.1430	+0.0040	+0.10%
US Soybeans	990.75	+7.75	+0.79%

U.S. 10Y	4.177	-0.017	-0.48%
U.S. 30Y	4.365	-0.010	-0.23%
U.S. 5Y	4.053	-0.023	-0.49%
U.S. 3M	4.488	-0.003	0.00%
US 10Y T-Note	111.02	+0.00	+0.00%
Euro Bund	134.78	+0.41	+0.31%
10-2 Yield Spread	2.63	-1.85	-41.29%

Apple	237.33	+2.40	+1.02%
Alphabet A	168.95	-0.28	-0.17%
Tesla	345.16	+12.27	+3.69%
Amazon.com	207.89	+2.15	+1.05%
Netflix	886.81	+9.47	+1.08%
Meta Platforms	574.32	+5.12	+0.90%
Bank of America	47.51	-0.26	-0.54%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	121.320	+0.110	+0.09%