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Lazard Patrimoine Opportunities Sri Rc Eur (0P00000PY3)

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100.730 +0.020    +0.02%
19/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 348.15M
Type:  Fund
Market:  France
Issuer:  Lazard Frères Gestion
ISIN:  FR0007028543 
Asset Class:  Equity
Objectif Epargne Diversifié A 100.730 +0.020 +0.02%

0P00000PY3 Overview

 
Find basic information about the Lazard Patrimoine Opportunities Sri Rc Eur mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00000PY3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.78%
Prev. Close100.71
Risk Rating
TTM Yield0%
ROE24.85%
IssuerLazard Frères Gestion
TurnoverN/A
ROA10.31%
Inception DateJan 08, 1999
Total Assets348.15M
Expenses1.55%
Min. Investment1
Market Cap110.03B
CategoryEUR Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 1030 1091 1110 1310 1682
Fund Return 6.45% 2.98% 9.1% 3.54% 5.54% 5.34%
Place in category 286 87 310 53 17 5
% in Category 48 16 52 14 5 2

Top Equity Funds by Lazard Frères Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  Objectif Patrimoine Croissance 762.64M 4.71 3.14 6.03
  FR0000003998 765.53M 6.40 7.87 6.85
  CNP Actions EMU LF A 628.39M 3.23 4.44 6.05
  Objectif Small Caps Euro A 639.21M -6.41 -2.33 5.54
  FR0000299356 349.49M 6.95 -0.19 5.03

Top Funds for EUR Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Afer Diversifie Durable 590.46M 4.95 1.15 2.83
  Ofi RS Equilibre C D 336.13M 4.93 0.70 3.06
  Actions 50 D 202.24M 4.68 0.79 3.88
  GEFIP Patrimonial 177.45M 6.25 -0.61 1.65
  Valtitres 4 114.89M 9.63 1.20 3.48

Top Holdings

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Mar 25 - 41.68 - -
Long Gilt Future Mar 25 GB00M2557897 7.66 - -
MSCI Emerging Markets Index Future Dec 24 - 5.22 - -
Lazard Human Capital EC EUR FR0014009F63 3.38 - -
  Germany 0 15-Aug-2031 DE0001030732 3.30 87.520 +0.41%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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