Lazard Global Listed Infra Eq A Dis GBP

Ranked 280 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 aim to achieve over the long term total returns comprising income and capital appreciation. The Fund will seek to achieve its investment objective primarily through investment on a global basis in the equities and equity-related instruments (namely, common and preferred stock, and depository receipts) of Infrastructure Companies that are listed or traded on the Regulated 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 8.5%
2018 -5.3% -6.3% 6.2% -0.9% -4.0%
2017 20.0% 10.4% 4.5% 4.2% -0.2%
2016 8.9% 4.7% -2.3% 3.3% 3.1%
2015 9.9% 8.5% -4.6% 2.2% 3.8%
2014 18.5% 7.7% 5.7% -0.9% 5.0%
2013 26.9% 9.5% 3.2% 6.1% 5.9%
2012 -0.5% 9.3% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date27/02/2012
  • Share Class size551Mn
  • Base currencyGBP
  • ISIN IE00B5NJXH66

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • 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).