Lazard Emerging Markets Equity Fund S Dist EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 16.2 | 8.7 |
![]() | +/-Cat | - | - | - | 12.1 | 3.2 |
![]() | +/-B’mrk | - | - | - | 12.2 | 1.7 |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 14/08/2024 | EUR 1.19 | |
Day Change | 0.45% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | IE00BD3FH895 | |
Fund Size (Mil) 14/08/2024 | USD 204.28 | |
Share Class Size (Mil) 14/08/2024 | EUR 0.01 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 25/06/2024 | 0.90% |
Morningstar Research |
Analyst Report | 22/12/2023 Chris Tate, Senior Analyst Morningstar, Inc |
Lazard Emerging Markets boasts a veteran leader, robust supporting cast, and disciplined process that earn its clean A share class a Morningstar Analyst Rating of Bronze. The rest of the shares will range from Bronze to Neutral, dependent on... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Lazard Emerging Markets Equity Fund S Dist EUR |
The investment objective of the Fund is to achieve long-term capital appreciation through investment in a diversified portfolio of global equities with an emerging markets bias quoted or traded on the Regulated Markets for the Fund. The Fund aims to outperform the MSCI Emerging Markets Index with lower than index levels of volatility. The Fund typically invests in equity securities of companies located in countries included in the MSCI Emerging Markets Index with over $300 million in market cap, and which are of sufficient liquidity, though we generally focus on those names greater than $3 billion. Companies not domiciled in the emerging markets but that derive more than 50% of their net assets and/or sales from emerging-market countries are also included in our initial universe. |
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Management | ||
Manager Name Start Date | ||
James Donald 23/03/2007 | ||
Monika Shrestha 23/03/2007 | ||
Click here to see others | ||
Inception Date 01/09/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Lazard Emerging Markets Equity Fund S Dist EUR | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.34 |
![]() | ![]() | 2.98 |
![]() | ![]() | 2.86 |
![]() | ![]() | 2.47 |
![]() | ![]() | 2.24 |
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Lazard Emerging Markets Equity Fund S Dist EUR |