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Lo Funds - Swiss Equity (chf) Na (0P000147KQ)

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18.566 +0.050    +0.29%
21/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 214.99M
Type:  Fund
Market:  Luxembourg
Issuer:  Lombard Odier Funds (Europe) SA
ISIN:  LU1079727068 
Asset Class:  Equity
Lombard Odier Funds Swiss Equity (CHF) NA 18.566 +0.050 +0.29%

0P000147KQ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Lombard Odier Funds Swiss Equity (CHF) NA (0P000147KQ) fund. Our Lombard Odier Funds Swiss Equity (CHF) NA 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 1.010 1.010 0.000
Shares 98.990 98.990 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.551 18.235
Price to Book 3.176 3.340
Price to Sales 2.518 2.111
Price to Cash Flow 16.142 14.205
Dividend Yield 2.890 2.899
5 Years Earnings Growth 18.726 11.496

Sector Allocation

Name  Net % Category Average
Healthcare 28.090 30.340
Financial Services 22.280 20.164
Industrials 12.640 16.302
Basic Materials 12.100 8.485
Consumer Defensive 10.870 13.621
Consumer Cyclical 4.510 5.279
Real Estate 4.100 2.145
Utilities 3.050 1.435
Technology 2.360 3.652

Region Allocation

  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 38

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Roche Holding Participation CH0012032048 8.94 254.30 +1.27%
  Nestle CH0038863350 8.86 76.00 +0.05%
  Novartis CH0012005267 8.74 93.68 +2.32%
  UBS Group CH0244767585 5.23 28.30 +0.57%
  ABB CH0012221716 4.86 50.16 +1.17%
  Partners Group CH0024608827 4.83 1,263.50 +2.89%
  Zurich Insurance Group CH0011075394 4.60 553.00 +0.99%
  Richemont CH0210483332 4.46 118.55 +0.76%
  Holcim CH0012214059 4.20 90.80 +1.05%
  Sika CH0418792922 4.01 231.40 +1.05%

Top Equity Funds by Lombard Odier Funds (Europe) SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  Lombard Odier Global Prestige P Acc 868.46M 14.20 1.02 10.85
  LombardOdier Slction The Bal CHF MA 249.2M 8.85 -1.77 1.34
  Lombard Odier Swiss Eq CHF MA 214.99M 10.06 -1.87 6.35
  Lombard Odier Swiss Eq CHF PA 214.99M 9.44 -2.53 5.64
  Lombard Odier Swiss Eq CHF MD 214.99M 10.06 -1.87 6.35
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