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Lazard Patrimoine Equilibre (0P00000MUL)

Paris

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3,383.830 +15.250 +0.45%

28/01 - Delayed Data. Currency in EUR

Type: Fund

Market: France

Issuer: Lazard Frères Gestion

ISIN: FR0007382965

Asset Class: Equity

Morningstar Rating:
Total Assets: 187.67M

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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	22.070	36.660	14.590
Stocks	53.130	53.480	0.350
Bonds	17.940	22.030	4.090
Convertible	0.540	0.540	0.000
Preferred	0.200	0.200	0.000
Other	6.110	6.110	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.776	15.020
Price to Book	2.881	2.130
Price to Sales	2.078	1.500
Price to Cash Flow	12.253	9.055
Dividend Yield	2.532	2.867
5 Years Earnings Growth	8.472	10.642

Sector Allocation

Name	Net %	Category Average
Healthcare	19.890	12.131
Technology	16.480	17.203
Industrials	16.160	15.359
Consumer Defensive	12.600	7.513
Financial Services	10.590	16.125
Consumer Cyclical	7.760	11.573
Basic Materials	7.090	7.539
Communication Services	5.370	6.327
Energy	3.700	5.014
Real Estate	0.310	3.672
Utilities	0.050	4.038

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 68

Number of short holdings: 6

Name	ISIN	Weight %	Last	Change %
Lazard Euro Short Term Money Market C	FR0011291657	14.46	-	-
Lazard Actions Américaines PC EUR	FR0007074695	11.91	-	-
Lazard Euro Money Market B	FR0010941815	7.30	-	-
Lazard Euro Sht Dur High Yld SRI PVC EUR	FR0013507019	7.16	-	-
Lazard Capital Fi SRI PVC EUR	FR0010952788	2.97	-	-
Lazard credit 2028 Action EC EUR	FR001400KCT4	2.59	-	-
Lazard Gestion Flexible A	FR0011310598	2.54	-	-
AstraZeneca	GB0009895292	2.17	11,254.0	+0.20%
Lazard Credit Opportunities PC EUR	FR0010235507	2.06	1,514.610	+0.05%
Lazard Global Bond Opport EC H-EUR	FR001400OSG9	2.06	-	-

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
Objectif Patrimoine Croissance	788.36M	4.69	1.79	6.09
FR0000003998	797.14M	7.81	6.21	7.21
Objectif Small Caps Euro A	660.89M	-4.71	-3.21	5.57
CNP Actions EMU LF A	651.13M	4.32	3.60	6.34
FR0000299356	353.18M	3.39	-3.00	4.70

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Objectif Patrimoi.	3,383.830	+15.250	+0.45%