Lazard Global Equity Select Inst Acc USD

Ranked 189 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Lacey

Andrew Lacey is the deputy chairman of US and Global strategies at Lazard Asset Management. Lacey began his career as a teacher, before moving into investments in 1995. Based in New York, Lacey manages a number of equity funds for Lazard and enjoys golf, football and skiing outside of fund management. He attended both Columbia University and Wesleyan University, where he obtained a MBA and BA respectively.

Objective

The investment objective of the Fund is to seek long-term capital growth. The Investment Manager will seek to achieve the Fund’s investment objective primarily through investment in the equity and equity related securities (namely, common and preferred stock and depository receipts, both ADRs and GDRs) of companies located throughout the world, both in developed and emerging markets.

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 10.5%
2018 -2.2% -3.5% 7.0% 5.3% -10.0%
2017 17.0% 6.7% 1.8% 2.0% 5.7%
2016 21.2% 1.3% 8.3% 7.8% 2.4%
2015 5.9% 7.1% -5.6% -3.3% 8.3%
2014 8.0% -2.3% 1.3% 2.8% 6.3%
2013 19.4% 13.6% -0.1% 0.1% 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Alphabet Inc ORD 2.78%
Microsoft Corp ORD 2.74%
Thermo Fisher Scientific Inc ORD 2.66%
Wolters Kluwer NV ORD 2.41%
Johnson & Johnson ORD 2.37%
Biogen Inc ORD 2.36%
IQVIA Holdings Inc ORD 2.35%
Diageo PLC ORD 2.29%
Aon PLC ORD 2.24%
Coca-Cola Co ORD 2.18%
28/02/2019

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date21/12/2012
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN IE00B8DH0X69

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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