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

Switzerland

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147.850 +0.270 +0.18%

16/05 - Closed. Currency in CHF ( Disclaimer )

Morningstar Rating:
Total Assets: 99.98M

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

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	17.406
Price to Book	2.755	2.791
Price to Sales	1.752	1.956
Price to Cash Flow	9.698	11.304
Dividend Yield	2.573	2.503
5 Years Earnings Growth	8.990	9.543

Sector Allocation

Name	Net %	Category Average
Technology	21.380	16.134
Healthcare	21.090	19.553
Financial Services	15.240	16.806
Consumer Defensive	9.300	11.875
Industrials	8.880	10.856
Consumer Cyclical	7.600	8.428
Communication Services	6.760	5.290
Basic Materials	5.520	5.598
Energy	3.480	2.576
Real Estate	0.420	3.089
Utilities	0.330	1.649

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	92.500	-0.11%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	4.28	83.920	-0.12%
GAM Institutional - CHF Foreign Bd B2	CH0021349615	2.41	-	-
Roche Holding Participation	CH0012032048	2.05	237.10	+0.98%
Assetimmo W	CH0010493457	1.91	-	-
Nestle	CH0038863350	1.89	96.62	+1.26%
GAM FCM Cat Bond USD Instl	-	1.76	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349607	1.60	103.470	-0.05%
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	3.79B	2.77	1.71	3.31
Julius Baer Institutional BVG LPPA2	3.79B	0.94	1.26	3.17
Julius Baer Institutional BVG LPPb1	3.79B	2.79	1.80	3.41
Julius Baer Institutional BVG LPPB2	3.79B	2.82	1.99	3.59
Aktien USA Passiv CHF A1	1.96B	15.30	7.39	12.56

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Recent Quotes

Name	Price	Chg.	Chg. %
Julius Baer Insti.	147.850	+0.270	+0.18%
Allianz Previdenz.	27.583	+0.230	+0.86%
Fondenergia Garan.	12.425	+0.070	+0.53%
PRM	14.40	+0.10	+0.70%