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Lazard Patrimoine Opportunities Sri Rc Eur (0P00000PY3)

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100.970 +0.110 +0.11%

26/11 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 345.86M

Type: Fund

Market: France

Issuer: Lazard Frères Gestion

ISIN: FR0007028543

Asset Class: Equity

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0P00000PY3 Holdings

Comprehensive information about top holdings and Key Holding Information for the Objectif Epargne Diversifié A (0P00000PY3) fund. Our Objectif Epargne Diversifié A 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	10.850	38.520	27.670
Shares	37.470	39.750	2.280
Bonds	50.190	62.400	12.210
Convertible	1.170	1.170	0.000
Preferred	0.310	0.310	0.000
Other	0.010	0.010	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.781	15.001
Price to Book	2.357	2.088
Price to Sales	1.853	1.440
Price to Cash Flow	10.904	8.935
Dividend Yield	2.457	2.995
5 Years Earnings Growth	10.419	10.273

Sector Allocation

Name	Net %	Category Average
Technology	23.210	15.651
Industrials	17.020	14.648
Financial Services	16.520	16.765
Healthcare	14.070	11.995
Consumer Cyclical	9.540	11.752
Communication Services	6.670	5.893
Consumer Defensive	5.810	8.390
Basic Materials	4.470	6.251
Energy	1.510	4.791
Real Estate	0.810	2.716
Utilities	0.380	4.650

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 216

Number of short holdings: 16

Name	ISIN	Weight %	Last	Change %
Euro Bund Future Dec 24	DE000F0Q7BU6	6.55	-	-
MSCI Emerging Markets Index Future Dec 24	-	5.24	-	-
Germany 0 15-Aug-2031	DE0001030732	3.35	87.380	0.00%
Lazard Human Capital EC EUR	FR0014009F63	3.27	-	-
Oat Green Bond Tf 1,75% Gn39 Eur	FR0013234333	2.98	83.40	+0.25%
Spain 1 30-Jul-2042	ES0000012J07	2.54	69.900	+0.78%
Germany 0 10-Oct-2025	DE0001030716	2.34	98.114	+0.03%
Objectif Small Caps Euro A	FR0000174310	2.19	877.600	-0.33%
France 0.1 25-Jul-2038	FR001400AQH0	1.83	86.260	+0.50%
Germany 0 15-Aug-2050	DE0001030724	1.56	55.290	+0.99%

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
FR0000003998	753.38M	6.44	6.40	7.68
Objectif Patrimoine Croissance	766.71M	4.03	2.64	6.46
Objectif Small Caps Euro A	623.23M	-4.37	-2.76	6.15
CNP Actions EMU LF A	629.03M	3.36	3.56	6.88
FR0000299356	360.89M	7.24	-0.49	5.37

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Objectif Epargne .	100.970	+0.110	+0.11%
	Grandeur Peak Glo.	16.430	-0.160	-0.96%