Lazard UK Omega Fund C AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 13.38 | -14.33 | 16.61 | -5.74 | 14.97 | -2.42 | 10.94 | 10.54 |
+/- Category | 1.75 | -4.52 | -2.73 | 3.36 | -3.00 | -0.35 | 2.73 | 0.37 |
+/- Category Index | - | - | - | - | - | - | 3.31 | -0.17 |
% Rank in Category | 22 | 94 | 80 | 17 | 76 | 64 | 13 | 48 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.82 | 0.87 | 0.49 |
1 Week | 2.12 | -0.16 | -0.62 |
1 Month | 0.58 | 1.21 | 0.56 |
3 Months | -1.00 | 0.26 | -0.32 |
6 Months | 10.52 | 0.53 | -2.00 |
YTD | 8.53 | 1.19 | -0.49 |
1 Year | 12.09 | 0.31 | -1.48 |
3 Years Annualised | 5.87 | 0.95 | -0.92 |
5 Years Annualised | 6.88 | 1.48 | 1.02 |
10 Years Annualised | 5.88 | 0.29 | -0.04 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.28 | 2.92 | - | - |
2023 | 7.50 | -0.50 | 1.75 | 1.93 |
2022 | -0.77 | -7.54 | -3.82 | 10.58 |
2021 | 5.66 | 5.14 | 1.49 | 1.97 |
2020 | -27.82 | 13.04 | -1.51 | 17.30 |
2019 | 9.06 | 2.65 | 0.05 | 4.11 |
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