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Lo Institutional Strategies (ch) - Swiss Real Estate Securities I (0P0000JC8L)

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184.636 -0.960    -0.52%
21/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 434.99M
Type:  Fund
Market:  Switzerland
Issuer:  Lombard Odier Asset Mgt (Switzerland) SA
ISIN:  CH0044569678 
Asset Class:  Equity
LO Institutional Strategies CH - Swiss Real Estate 184.636 -0.960 -0.52%

0P0000JC8L Holdings

 
Comprehensive information about top holdings and Key Holding Information for the LO Institutional Strategies CH - Swiss Real Estate (0P0000JC8L) fund. Our LO Institutional Strategies CH - Swiss Real Estate 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 2.950 2.950 0.000
Shares 11.360 11.360 0.000
Other 85.690 85.690 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 23.238 25.598
Price to Book 0.956 1.214
Price to Sales 10.062 8.514
Price to Cash Flow 22.550 17.803
Dividend Yield 3.581 3.972
5 Years Earnings Growth 3.159 4.714

Sector Allocation

Name  Net % Category Average
Real Estate 100.000 100.000

Region Allocation

  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 29

Number of short holdings: 1

Name ISIN Weight % Last Change %
  UBS CH Property Swiss Mixed Sima CH0014420878 16.35 152.00 +1.33%
  Ubs Property Fd Leman Residential CH0014420852 6.14 140.00 0.00%
  Edmond de Rothschild RE CH0124238004 5.42 156.00 -0.32%
  Schroder Immoplus CH0395718866 5.31 165.00 -0.60%
  UBS CH Property Fund Leman CH0014420829 5.16 94.40 +0.21%
  PSP Swiss Property CH0018294154 5.13 124.90 +1.22%
  CS Real Estate Fund LivingPlus CH0031069328 4.93 147.50 +0.34%
  Credit Suisse Real Estate Fund Siat A CH0012913700 4.08 239.00 +0.84%
  Procimmo Swiss Commercial CH0033624211 4.03 153.00 +0.66%
  Immofonds Immobilien CH0009778769 3.86 570.00 +0.71%

Top Equity Funds by Lombard Odier Asset Mgt (Switzerland) SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  VF CH Valiant Swiss Equities SPI S 552.01M 6.30 -0.43 6.03
  VF CH Valiant Swiss Equities SPI I 552.01M 5.68 -1.13 5.30
  LO Institutional Strategies CH Swis 434.99M 4.80 -1.02 5.45
  Avadis VermOgensbildung SICAV Strat 261.29M 7.80 -0.52 3.71
  CH0364960218 237.41M 5.94 -0.08 -
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