Lazard UK Smaller Companies A Inc GBP

Ranked 43 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Alan Clifford

Born in Bishop’s Stortford in 1967, Alan Clifford studied Economics at Newcastle Upon Tyne Polytechnic. His financial career began at Legal & General in 1989 where he held a number of accounting positions before moving to the group’s Investment Management arm in ’92 where he spent a further ten years as an analyst and fund manager. An Associate of the Chartered Institute of Management Accountants, Alan moved to join Lazard Asset Management at the end of 2002 where he holds the position of portfolio manager with responsibility for the UK Smaller Companies fund and describes the fund’s investment style to be based on "relative value". Away from the office, Alan says his recreational interests are music, cycling and wine collecting and tasting.

Alan Custis

Alan Custis holds a degree in Business from Staffordshire University. He started his career in 1989 with Hill Samuel Asset Management where he was head of small cap investment and he moved on to Morgan Grenfell Securities as a derivatives trader. He then joined JP Morgan Fleming where he worked for five years in a variety of roles including heading up their mid-cap initiative. In 2004, Alan joined Lazard Asset Management and is a portfolio manager on the UK Equity team.

Lloyd Whitworth

Lloyd Whitworth runs a number of UK equity funds for Lazard Asset Management, where he has worked as a portfolio manager since joining in 2009. Whitworth follows a fundamental, bottom-up style to investing, focusing on companies’ financial productivity and valuation to drive returns. This investment style, Whitworth believes, has allowed his funds to perform consistently over a range of market scenarios. Whitworth has previously held portfolio manager positions at a number of companies, including Citigroup, Morley Fund Management and JP Morgan Asset Management. He attended Brunel University where he studied Economics and Business Finance and is a CFA charter holder. Outside of work, he enjoys golf and skiing.

Objective

The objective of the Sub-Fund is to achieve capital growth at a rate greater than that of the Numis Smaller Companies Index. The fund will invest at least 80% of its assets in UK securities of companies which form part of the Numis Smaller Companies Index or have an equivalent or lower market capitalisation.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 -17.1% -6.4% 9.7% -1.2% -18.4%
2017 20.3% 4.4% 3.8% 7.4% 3.4%
2016 8.5% -3.0% -7.4% 16.0% 4.2%
2015 9.3% 3.5% 8.6% -3.5% 0.8%
2014 1.7% 4.2% -4.2% -0.8% 2.8%
2013 33.7% 9.8% 0.4% 10.3% 10.0%
2012 28.0% 18.9% -6.7% 9.6% 5.3%
2011 -6.8% 3.5% 4.5% -16.2% 2.8%
2010 28.4% 7.4% -6.2% 13.9% 11.9%
2009 50.4% 0.5% 23.3% 22.0% -0.5%
2008 -42.3% -4.6% -7.9% -15.6% -22.2%
2007 -4.9% 4.8% 1.5% -6.6% -4.3%
2006 33.0% 13.4% -3.8% 8.4% 12.5%
2005 23.5% 3.9% 2.3% 8.7% 6.9%
2004 27.1% 11.0% 3.5% -1.0% 11.7%
2003 39.0% -3.9% 24.4% 11.1% 4.7%
2002 -21.1% 5.3% -6.3% -18.5% -1.8%
2001 2.8% -2.3% 5.7% -15.6% 18.0%
2000 4.9% 8.2% -2.4% 4.8% -5.2%
1999 67.6% 18.1% 11.0% 1.9% 25.6%
1998 -8.0% 12.5% 2.1% -22.8% 3.8%
1997 7.6% 2.1% -4.3% 6.1% 3.9%
1996 23.5% 8.8% 9.5% 1.1% 2.6%
1995 17.0% -0.9% 6.7% 10.3% 0.5%
1994 -3.7% 5.9% -7.2% 1.5% -3.5%
1993 46.3% 17.6% 8.8% 7.5% 6.4%
1992 14.6% 4.1% 10.1% -10.2% 11.3%
1991 39.7% 25.9% -0.3% 14.1% -2.4%
1990 -23.6% -2.9% 0.4% -18.1% -4.3%
1989 9.4% 18.1% 2.2% 2.3% -11.4%
1988 13.4% 8.4% 8.5% 1.3% -4.8%
1987 16.0% 26.8% 21.3% 5.0% -28.2%
1986 30.2% 15.5% 5.4% 0.6% 6.3%
1985 14.3% 6.9% -0.5% 4.0% 3.3%
1984 23.6% 10.5% -4.6% 8.7% 7.9%
1983 22.5% 15.7% 2.9% 4.7% -1.7%
1982 34.5% 13.6% -2.7% 9.8% 10.8%
1981 16.1% 18.1% 2.5% -13.6% 11.0%
1980 33.6% 12.0% 5.4% 11.7% 1.4%
1979 4.1% -3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1979
  • Share Class size33Mn
  • Base currencyGBP
  • ISIN GB0008468737

Purchase Info

  • Min. initial investment1,000
  • 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).