Lazard European Alpha A Inc

Ranked 72 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

Aaron Barnfather

Born in Wales and now based in London, Aaron Barnfather is a portfolio manager and analyst at Lazard. He manages three European equity funds for Lazard, focusing on a fundamental, bottom up style of investment. The Lazard European Alpha Fund, which he co-manages with Paul Selvey Clinton, performs well in most market environments, with an emphasis on stock selection to drive the strategy’s alpha. Barnfather previously worked for both Newton Investment Management and Royal & Sun Alliance as a fund manager, before joining Lazard in 2008. He was educated at Stirling University, and enjoys chess along with a number of sports outside of work, including skiing, rugby and golf.

Paul Selvey Clinton

Objective

The objective of the Fund is to achieve capital growth at a rate greater than that of the FTSE World Europe ex. UK Index, measured in sterling. The Fund actively invests in shares, share related securities and debt related securities of companies in continental European markets. The ACD will select investments by a combination of identifying attractive markets and selecting individual stock in all the markets of Continental Europe.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2016 - 31/05/2019
  • Rank 72/113 Total Return
  • Rank 51/113 Standard Deviation
  • Rank 59/113 Max Drawdown
Fund Name Currency Loss
57 Comgest Growth Europe ex UK GBP I H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-15.8%

57 Jupiter European Income Acc GBP

-15.8%

59 Lazard European Alpha A Inc GBP

-15.9%

60 Janus Henderson European Growth A Acc GBP

-15.9%

61 PUTM European Acc GBP

-16.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.1%
2018 -14.1% -5.0% 2.9% 1.9% -13.8%
2017 18.6% 5.7% 7.0% 4.1% 0.8%
2016 11.7% -1.0% 0.9% 8.3% 3.3%
2015 11.1% 11.0% -3.5% -3.2% 7.1%
2014 0.6% 2.4% -1.7% -2.1% 2.1%
2013 26.5% 10.8% 0.1% 4.8% 8.8%
2012 20.0% 9.6% -8.2% 11.1% 7.3%
2011 -12.3% 4.7% 2.9% -22.3% 4.7%
2010 3.5% 2.0% -14.3% 11.4% 6.2%
2009 16.4% -15.9% 9.6% 24.8% 1.1%
2008 -20.1% -10.1% -2.2% -9.5% 0.5%
2007 15.9% 3.8% 5.9% 1.1% 4.3%
2006 16.2% 12.8% -6.2% 3.4% 6.1%
2005 26.3% 2.1% 5.5% 10.5% 6.2%
2004 16.6% -0.5% 3.6% 2.5% 10.4%
2003 25.4% -5.4% 16.7% 2.7% 10.6%
2002 -17.1% 3.8% -7.1% -20.4% 8.0%
2001 -19.1% -11.9% 3.2% -17.3% 7.5%
2000 8.6% 5.3% 7.1% -4.1% 0.5%
1999 25.5% -4.5% 6.7% -4.1% 28.4%
1998 31.2% 20.2% 9.9% -18.8% 22.3%
1997 18.4% 7.5% 6.7% 5.9% -2.5%
1996 10.9% 11.5% 2.0% -1.0% -1.6%
1995 25.0% 1.3% 9.6% 4.4% 7.8%
1994 2.8% 3.4% -3.1% 1.3% 1.2%
1993 34.6% 8.3% 1.9% 10.4% 10.4%
1992 21.6% 8.2% -1.4% 5.8% 7.7%
1991 18.0% 9.7% 2.8% 1.1% 3.5%
1990 -8.4% 5.6% 5.5% -24.6% 9.0%
1989 50.6% 5.0% 17.2% 10.2% 11.1%
1988 25.4% 4.6% 9.6% 3.7% 5.5%
1987 -27.4% -3.6% 2.4% 8.2% -32.0%
1986 7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/08/1986
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB0008468950

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).