Lazard Global Equity Franchise Inst Acc USD

Ranked 277 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Bertrand Cliquet

Bertrand Cliquet is a Portfolio Manager/ Analyst on the Lazard Global Listed Infrastructure and Global Equity Franchise teams. Bertrand joined Lazard in 2004 as a European utility analyst, before becoming a founding member of the Lazard Global Listed infrastructure strategy in 2005. Prior to joining Lazard, Bertrand was a utility analyst at Goldman Sachs International in London and a merger and acquisition analyst at Deutsche Bank. He has been working in the investment field since 1999. He attained a business degree from HEC in Paris, with a major in Finance. Bertrand is fluent in both French and German.

Matt Landy

John Mulquiney

Warryn Robertson

Objective

The investment objective of the Fund is to achieve long-term capital appreciation by investing globally in equities and equity-related instruments of companies located throughout the world selected from a general investment universe classified as Franchise Companies (i.e. companies which the Investment Manager believes have competitive advantages that have enabled them historically to have a high degree of earnings or cash flow forecastability). The fund may also invest in emerging market, derivatives and other investment funds.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.1%
2018 0.0% -5.0% 9.2% 4.8% -8.0%
2017 11.8% 6.8% 1.2% -0.1% 3.5%
2016 32.6% 6.6% 7.0% 10.2% 5.5%
2015 -1.6% 11.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date30/06/2015
  • Share Class size36Mn
  • Base currencyUSD
  • ISIN IE00BYR8PK92

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.85%

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