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Lazard Patrimoine Opportunities Sri Rc Eur (0P00000PY3)

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97.260 -0.150 -0.15%

13/05 - Closed. Currency in EUR ( Disclaimer )

Type: Fund

Market: France

Issuer: Lazard Frères Gestion

ISIN: FR0007028543

Asset Class: Equity

Morningstar Rating:
Total Assets: 321.33M

General
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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

Name	Net %	Long %	Short %
Cash	11.300	47.140	35.840
Stocks	37.960	38.260	0.300
Bonds	49.520	64.440	14.920
Convertible	0.870	0.870	0.000
Preferred	0.320	0.320	0.000
Other	0.010	0.010	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.187	15.016
Price to Book	2.429	2.057
Price to Sales	2.138	1.387
Price to Cash Flow	12.047	8.577
Dividend Yield	2.399	2.944
5 Years Earnings Growth	9.867	10.623

Sector Allocation

Name	Net %	Category Average
Technology	19.660	15.376
Financial Services	19.250	16.742
Industrials	15.050	14.427
Healthcare	14.620	11.919
Consumer Cyclical	9.550	12.611
Consumer Defensive	7.870	8.487
Communication Services	6.540	5.905
Basic Materials	4.690	6.439
Energy	2.360	4.905
Utilities	0.260	4.381
Real Estate	0.160	2.582

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 231

Number of short holdings: 16

Name	ISIN	Weight %	Last	Change %
Oat Green Bond Tf 1,75% Gn39 Eur	FR0013234333	7.26	82.43	-0.40%
MSCI Emerging Market Index Future June14	-	4.01	-	-
Germany 0 10-Oct-2025	DE0001030716	3.89	95.890	+0.07%
Lazard Europe Concentrated A	FR0000294613	3.40	-	-
Euro Bund Future June 24	DE000C75XMU8	3.34	-	-
Lazard Human Capital EC EUR	FR0014009F63	3.21	-	-
Germany 0 15-Aug-2031	DE0001030732	2.13	83.880	-0.23%
France 0.1 25-Jul-2038	FR001400AQH0	2.00	89.810	-0.51%
Louis Vuitton	FR0000121014	0.95	791.90	+1.19%
Microsoft Corp	-	0.95	-	-

Top Equity Funds by Lazard Frères Gestion

Name	Total Assets	YTD%	3Y%	10Y%
Objectif Patrimoine Croissance	768.59M	3.47	5.62	6.25
Objectif Small Caps Euro A	700.59M	3.07	1.02	5.46
FR0000003998	679.6M	7.56	9.41	7.17
CNP Actions EMU LF A	649.61M	3.43	5.85	6.42
FR0000299356	367.02M	5.04	0.76	5.14

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Objectif Epargne .	97.260	-0.150	-0.15%