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

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182.653 +1.460    +0.81%
13/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 424.97M
Type:  Fund
Market:  Switzerland
ISIN:  CH0044569678 
Asset Class:  Equity
LO Institutional Strategies CH - Swiss Real Estate 182.653 +1.460 +0.81%

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 25.700
Price to Book 0.956 1.218
Price to Sales 10.062 8.551
Price to Cash Flow 22.550 17.775
Dividend Yield 3.581 3.880
5 Years Earnings Growth 3.159 4.675

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 16.35 148.50 +0.68%
  Ubs Property Fd Leman Residential CH0014420852 6.14 140.00 -1.75%
  Edmond de Rothschild RE CH0124238004 5.42 157.00 +1.95%
  Schroder Immoplus CH0395718866 5.31 165.50 +0.30%
  UBS CH Property Fund Leman CH0014420829 5.16 91.20 +0.22%
  PSP Swiss Property CH0018294154 5.13 123.50 +1.31%
  CS Real Estate Fund LivingPlus CH0031069328 4.93 150.50 +0.33%
  Credit Suisse Real Estate Fund Siat A CH0012913700 4.08 237.00 +1.28%
  Procimmo Swiss Commercial CH0033624211 4.03 149.00 +0.68%
  Immofonds Immobilien CH0009778769 3.86 558.00 -1.06%

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  VF CH Valiant Swiss Equities SPI I 552.75M 5.68 -1.13 5.30
  VF CH Valiant Swiss Equities SPI S 552.75M 6.30 -0.43 6.03
  LO Institutional Strategies CH Swis 424.97M 4.80 -1.02 5.45
  Avadis VermOgensbildung SICAV Strat 261.29M 7.80 -0.52 3.71
  CH0364960218 237.37M 5.94 -0.08 -
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