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Lazard Patrimoine Equilibre (0P00000MUL)

Paris

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3,362.500 -10.940 -0.32%

10/03 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 183.52M

Type: Fund

Market: France

Issuer: Lazard Frères Gestion

ISIN: FR0007382965

Asset Class: Equity

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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

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Name	Net %	Long %	Short %
Cash	20.850	34.400	13.550
Stocks	53.830	54.190	0.360
Bonds	20.880	24.370	3.490
Convertible	0.690	0.690	0.000
Preferred	0.180	0.180	0.000
Other	3.570	3.570	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.858	15.296
Price to Book	3.084	2.157
Price to Sales	2.233	1.531
Price to Cash Flow	13.144	9.256
Dividend Yield	2.381	2.847
5 Years Earnings Growth	8.317	10.404

Sector Allocation

Name	Net %	Category Average
Healthcare	20.530	12.109
Technology	17.020	17.490
Industrials	16.840	15.361
Consumer Defensive	11.840	7.285
Financial Services	10.170	16.598
Consumer Cyclical	7.700	11.570
Basic Materials	6.720	7.464
Communication Services	5.420	6.385
Energy	3.460	4.815
Real Estate	0.220	3.660
Utilities	0.090	3.961

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 69

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Lazard Euro Short Term Money Market C	FR0011291657	13.25	-	-
Lazard Actions Américaines PC EUR	FR0007074695	11.38	-	-
Lazard Euro Money Market B	FR0010941815	8.88	-	-
Lazard Euro Sht Dur High Yld SRI PVC EUR	FR0013507019	6.79	-	-
Lazard Capital Fi SRI PVC EUR	FR0010952788	2.94	-	-
Lazard credit 2028 Action EC EUR	FR001400KCT4	2.40	-	-
Lazard Gestion Flexible A	FR0011310598	2.37	-	-
AstraZeneca	GB0009895292	2.33	11,480.0	-3.06%
Lazard Actions Emergentes I	FR0010365288	1.96	-	-
Lazard Euro Credit SRI PVC EUR	FR001400FNL8	1.96	-	-

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
FR0000003998	859.37M	6.85	8.64	7.03
Objectif Patrimoine Croissance	787.48M	4.32	4.30	5.87
Objectif Small Caps Euro A	711.38M	3.11	-0.73	5.24
CNP Actions EMU LF A	577.18M	3.95	4.90	5.88
FR0000299356	364.27M	5.11	1.34	4.35

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Objectif Patrimoi.	3,362.500	-10.940	-0.32%