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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 13.550 | 42.190 | 28.640 |
Stocks | 37.420 | 37.700 | 0.280 |
Bonds | 47.830 | 62.300 | 14.470 |
Convertible | 0.870 | 0.870 | 0.000 |
Preferred | 0.320 | 0.320 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.647 | 14.911 |
Price to Book | 2.315 | 2.037 |
Price to Sales | 1.842 | 1.372 |
Price to Cash Flow | 11.424 | 8.438 |
Dividend Yield | 2.437 | 2.961 |
5 Years Earnings Growth | 10.340 | 10.555 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.430 | 15.413 |
Industrials | 17.910 | 14.301 |
Financial Services | 17.010 | 16.584 |
Healthcare | 14.080 | 11.827 |
Consumer Cyclical | 10.370 | 12.497 |
Consumer Defensive | 7.110 | 8.489 |
Communication Services | 6.460 | 5.836 |
Basic Materials | 4.910 | 6.457 |
Energy | 2.230 | 4.890 |
Utilities | 0.270 | 4.385 |
Real Estate | 0.230 | 2.552 |
Number of long holdings: 218
Number of short holdings: 15
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oat Green Bond Tf 1,75% Gn39 Eur | FR0013234333 | 7.12 | 82.95 | -0.60% | |
MSCI Emerging Market Index Future June14 | - | 4.02 | - | - | |
Lazard Human Capital EC EUR | FR0014009F63 | 3.18 | - | - | |
Spain 1 30-Jul-2042 | ES0000012J07 | 2.57 | 65.650 | -0.45% | |
Germany 0 10-Oct-2025 | DE0001030716 | 2.41 | 95.940 | -0.02% | |
Objectif Small Caps Euro A | FR0000174310 | 2.41 | 1,007.920 | -0.20% | |
Germany 0 15-Aug-2031 | DE0001030732 | 2.11 | 84.130 | 0.00% | |
France 0.1 25-Jul-2038 | FR001400AQH0 | 1.99 | 90.320 | -0.70% | |
Euro Bund Future June 24 | DE000C75XMU8 | 1.20 | - | - | |
Lazard Europe Concentrated A | FR0000294613 | 1.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Objectif Patrimoine Croissance | 773.54M | 3.47 | 5.62 | 6.25 | ||
Objectif Small Caps Euro A | 708.8M | 3.07 | 1.02 | 5.46 | ||
FR0000003998 | 733.1M | 7.56 | 9.41 | 7.17 | ||
CNP Actions EMU LF A | 650.91M | 3.43 | 5.85 | 6.42 | ||
FR0000299356 | 371.13M | 5.04 | 0.76 | 5.14 |
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