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Institutional Bvg/lpp - Bvg/lpp 60 Plus B (0P0000A9JF)

Switzerland

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191.270 +0.830 +0.44%

18/02 - Closed. Currency in CHF

Morningstar Rating:
Total Assets: 122.53M

Type: Fund

Market: Switzerland

Issuer: GAM Investment Management (Switzerland) AG

ISIN: CH0036750815

Asset Class: Equity

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0P0000A9JF Holdings

Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP - Julius Baer In (0P0000A9JF) 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	4.730	40.690	35.960
Stocks	72.130	72.130	0.000
Bonds	14.810	18.370	3.560
Convertible	0.020	0.020	0.000
Other	8.300	8.300	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.181	15.742
Price to Book	3.083	2.548
Price to Sales	2.313	1.791
Price to Cash Flow	12.474	10.266
Dividend Yield	2.408	2.911
5 Years Earnings Growth	10.813	11.977

Sector Allocation

Name	Net %	Category Average
Technology	22.650	15.665
Healthcare	16.820	17.566
Financial Services	16.040	15.361
Industrials	11.330	11.868
Communication Services	8.710	5.893
Consumer Cyclical	8.030	8.084
Consumer Defensive	6.720	10.039
Basic Materials	4.430	6.294
Energy	3.010	4.529
Real Estate	1.800	4.149
Utilities	0.460	1.675

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 323

Number of short holdings: 7

Name	ISIN	Weight %	Last	Change %
SPDR MSCI World UCITS	IE00BFY0GT14	6.75	41.36	-0.17%
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	4.09	91.620	-0.34%
GAM Inst - Global Corporate Bond B2h	CH1210486465	3.81	-	-
GAM Inst - World Bond B2	CH1210486507	2.76	-	-
Roche Holding Participation	CH0012032048	2.01	294.70	-0.07%
Microsoft	US5949181045	1.72	414.77	+1.25%
GS Absolute Ret Trkr I Acc CHF Hdg	LU1103307820	1.64	-	-
iShares Core MSCI Emerging Markets IMI UCITS	IE00BKM4GZ66	1.59	35.73	-0.28%
Nestle	CH0038863350	1.54	82.50	+0.15%
Alphabet A	US02079K3059	1.53	185.27	+0.82%

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.	191.270	+0.830	+0.44%