SGAM_Vortrag_Lasnier de Lavette - FONDS professionell
SGAM_Vortrag_Lasnier de Lavette - FONDS professionell
SGAM_Vortrag_Lasnier de Lavette - FONDS professionell
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And less concentrated[ Luxury & Lifestyle Strategy ]<strong>SGAM</strong>’s Luxury universe – 140 stocks MSCI Textile and apparel – 30 stocks –DaimlerChrysler AG Automobiles Germany 8.6 %L’OréalLVMHDiageoAlconPersonalProductsClothing &AccessoriesDistillers &VintnersMedicalSuppliesCie FinancièreRichemontFrance 7.7 % LVMHClothing &AccessoriesClothing &AccessoriesSwitzerland 18.9 %France 15.7 %France 5.0 % Nike Inc Footwear USA 13 %UK 4.9 % Adidas Footwear Germany 7.9 %Switzerland 4.2 % Coach IncBMW Automobiles Germany 3.8 % The Swatch GroupCie FinancièreRichemontClothing &AccessoriesSwitzerland 3.4 %HermèsInternationalPorsche AG Automobiles Germany 3.1 % Christian DiorLas Vegas Sands Gambling USA 2.8 % VFNike Inc Footwear USA 2.6 % GildanClothing &AccessoriesClothing &AccessoriesClothing &AccessoriesClothing &AccessoriesClothing &AccessoriesClothing &AccessoriesUSA 5.6 %Switzerland 4.8 %France 4.0 %France 3.7 %USA 3.6 %Canada 2.6 %The Top 10 stocks represents 45% of thebenchThe Top 10 stocks represents 80% of thebenchSource <strong>SGAM</strong>/JCF – in USD – as of 01/14/2008January 08Société Générale Asset Management28
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