Lazard UK Omega Fund A IncRegister 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 | 13.09 | -14.54 | 16.32 | -5.98 | 14.70 | -2.67 | 10.67 | 10.38 |
+/- Category | 1.45 | -4.73 | -3.03 | 3.12 | -3.27 | -0.59 | 2.46 | 0.21 |
+/- Category Index | - | - | - | - | - | - | 3.05 | -0.33 |
% Rank in Category | 25 | 94 | 83 | 19 | 79 | 65 | 14 | 56 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.82 | 0.01 | 0.12 |
1 Week | 2.12 | 0.13 | 0.32 |
1 Month | 0.56 | 0.37 | -0.17 |
3 Months | -1.06 | -0.61 | -0.89 |
6 Months | 10.38 | -0.14 | -2.12 |
YTD | 8.36 | 0.14 | -1.42 |
1 Year | 11.82 | -1.31 | -2.80 |
3 Years Annualised | 5.62 | 0.41 | -1.43 |
5 Years Annualised | 6.62 | 0.97 | 0.31 |
10 Years Annualised | 5.62 | 0.00 | -0.32 |
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 | 4.21 | 2.85 | - | - |
2023 | 7.44 | -0.56 | 1.69 | 1.88 |
2022 | -0.83 | -7.60 | -3.88 | 10.51 |
2021 | 5.59 | 5.08 | 1.43 | 1.92 |
2020 | -27.87 | 12.97 | -1.58 | 17.23 |
2019 | 8.99 | 2.59 | -0.01 | 4.04 |
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