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Institutional Bvg/lpp - Bvg/lpp 40 Plus B (0P0000A9JB)

Switzerland

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151.660 +0.730 +0.48%

11/11 - Closed. Currency in CHF

Morningstar Rating:
Total Assets: 99.3M

Type: Fund

Market: Switzerland

ISIN: CH0036750443

Asset Class: Equity

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0P0000A9JB Holdings

Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP - Julius Baer In (0P0000A9JB) 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	13.130	15.420	2.290
Stocks	50.460	50.460	0.000
Bonds	20.080	20.420	0.340
Convertible	0.040	0.040	0.000
Other	16.280	16.510	0.230

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.867	17.821
Price to Book	2.755	2.911
Price to Sales	1.752	2.044
Price to Cash Flow	9.698	12.005
Dividend Yield	2.573	2.459
5 Years Earnings Growth	8.990	11.205

Sector Allocation

Name	Net %	Category Average
Technology	21.380	17.000
Healthcare	21.090	19.787
Financial Services	15.240	17.009
Consumer Defensive	9.300	11.023
Industrials	8.880	10.946
Consumer Cyclical	7.600	8.500
Communication Services	6.760	5.013
Basic Materials	5.520	5.540
Energy	3.480	2.571
Real Estate	0.420	3.020
Utilities	0.330	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: 275

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
GAM Inst - World Bond B2	CH1210486507	12.50	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	5.69	93.270	+0.06%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	4.28	84.340	+0.46%
GAM Institutional - CHF Foreign Bd B2	CH0021349615	2.41	-	-
Roche Holding Participation	CH0012032048	2.05	262.50	-1.13%
Assetimmo W	CH0010493457	1.91	-	-
Nestle	CH0038863350	1.89	78.00	-1.29%
GAM FCM Cat Bond USD Instl	-	1.76	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349607	1.60	108.610	+0.20%
SL Immo Schweiz ESG	CH0106150136	1.58	-	-

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.89B	6.44	0.82	3.24
Julius Baer Institutional BVG LPPb1	3.89B	6.52	0.92	3.34
Julius Baer Institutional BVG LPPB2	3.89B	6.67	1.10	3.52
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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	151.660	+0.730	+0.48%