Lazard Global Strategic Equity Inst Acc USD

Ranked 244 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Robin O. Jones

Mark Little

Mark Little earned an economics degree from Clare College, Cambridge University, before beginning his career in finance with accountants Rees Pollock in 1992. He spent two years in a corporate finance role at Coopers & Lybrand before joining Lazard as an analyst in 1997. A bottom up stockpicker, Little constructs a concentrated portfolio of 45-60 stocks for the Lazard European Alpha fund. He was born in London in 1969 and is a keen sportsman who particularly enjoys skiing and football.

Barney Wilson

Barney Wilson was eduacated at the University of Virginia where he gained a Juris Doctorate. He also studied at the University of California where he gained an MBA. He joined Janus in January 2005 as a research analyst and has since progressed to become a fund manager and also holds the role of assistant director of research. Prior to joining Janus he worked as an analyst for American Century and Putnam Investments. Barney manages the Janus US Fund.

Objective

The investment objective of the Fund is to achieve long-term capital appreciation through investment in a portfolio of global equities. The Fund will invest primarily in equity and equity related securities of issuers from around the globe located in both developed and Emerging Market Countries.

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 11.5%
2018 -4.3% -3.3% 5.8% 4.8% -10.7%
2017 12.6% 3.7% 2.0% 1.1% 5.4%
2016 18.6% 1.6% 7.1% 7.0% 1.9%
2015 4.2% 6.2% -8.3% -0.6% 7.6%
2014 14.2% 3.3% 2.3% 1.4% 6.6%
2013 9.3% 12.6% -6.4% 3.0% 0.8%
2012 4.1% 5.8% -5.2% 4.7% -1.0%
2011 -7.4% 2.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Alphabet Inc ORD 3.56%
Microsoft Corp ORD 2.33%
Visa Inc ORD 2.25%
IQVIA Holdings Inc ORD 2.03%
Vivendi SA ORD 1.88%
AIA Group Ltd ORD 1.85%
Aon PLC ORD 1.84%
Coca-Cola Co ORD 1.78%
Intercontinental Exchange Inc ORD 1.73%
S&P Global Inc ORD 1.63%
28/02/2019

Registered For Sale In

  1. Germany
  2. Ireland
  3. Italy
  4. United Kingdom

Fund Info

  • Launch date01/04/2011
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN IE00B4608857

Purchase Info

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

Charges

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

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