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Lazard Patrimoine Equilibre (0P00000MUL)

Paris

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3,215.070 +2.870 +0.09%

29/04 - Closed. Currency in EUR ( Disclaimer )

Morningstar Rating:
Total Assets: 170.62M

Type: Fund

Market: France

Issuer: Lazard Frères Gestion

ISIN: FR0007382965

Asset Class: Equity

General
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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

Name	Net %	Long %	Short %
Cash	36.460	51.150	14.690
Stocks	49.960	49.990	0.030
Bonds	10.550	20.970	10.420
Convertible	0.380	0.380	0.000
Preferred	0.080	0.080	0.000
Other	2.570	2.570	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.697	14.993
Price to Book	2.595	2.029
Price to Sales	1.791	1.356
Price to Cash Flow	11.563	8.239
Dividend Yield	2.756	2.872
5 Years Earnings Growth	9.026	11.188

Sector Allocation

Name	Net %	Category Average
Healthcare	18.730	12.139
Industrials	15.710	15.462
Consumer Defensive	15.380	8.094
Technology	11.600	16.341
Financial Services	11.550	14.818
Consumer Cyclical	9.520	11.590
Basic Materials	7.550	8.575
Communication Services	4.710	6.092
Energy	4.550	5.021
Real Estate	0.620	3.302
Utilities	0.100	4.056

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 60

Number of short holdings: 6

Name	ISIN	Weight %	Last	Change %
Lazard Euro Money Market B	FR0010941815	19.69	-	-
Lazard Euro Short Term Money Market C	FR0011291657	14.38	-	-
Lazard Actions Américaines PC EUR	FR0007074695	10.16	-	-
Lazard Gestion Flexible Obligataire P	FR0012790160	4.10	-	-
Lazard Credit Opportunities PC EUR	FR0010235507	2.85	1,436.900	+0.29%
Lazard Gestion Flexible A	FR0011310598	2.57	-	-
Lazard credit 2028 Action EC EUR	FR001400KCT4	2.49	-	-
Lazard US Equity Concntr C Acc USD	IE00BYQDN348	2.00	-	-
Lazard Euro Short Duration SRI IC	FR0000027609	1.99	-	-
EssilorLuxottica	FR0000121667	1.94	200.80	-0.40%

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
Objectif Patrimoine Croissance	752.39M	4.70	6.94	6.53
FR0000003998	659.01M	9.74	11.02	7.45
CNP Actions EMU LF A	637.59M	4.38	6.90	6.59
Objectif Small Caps Euro A	672.7M	3.36	2.76	5.36
FR0000299356	354.68M	4.27	1.71	5.12

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Objectif Patrimoi.	3,215.070	+2.870	+0.09%