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Lazard Emerging Markets A Inc

Ranked 187 out of 257 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

James Donald

As a managing director and head of the emerging markets group at Lazard Asset Management LLC, James Donald manages a variety of emerging markets funds. His only UK domiciled fund is the Lazard Emerging Markets Growth fund for which he uses a bottom-up stock selection style looking for relative value in emerging markets equities. Donald started out at Mercury Asset Management in 1985. He spent seven years on the group’s international equity team before switching over to focus on emerging markets. He joined Lazard in 1996. Born in Canada in 1961, Donald earned an honours degree in history from the University of Western Ontario’s Huron College. He still holds a keen interest in history and is also a talented linguist, speaking fluent French and Spanish.

Objective

The investment objective of the Fund is to seek long term capital growth. The Fund will invest primarily in issues located, or doing significant business, in emerging market countries. It is likely to focus on, but not be limited to, Latin America, the Pacific Basin and Europe.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -13.3% -2.6% -7.1% -1.0% -3.2%
2017 16.5% 8.9% -2.3% 3.4% 5.9%
2016 46.2% 11.3% 11.3% 14.0% 3.6%
2015 -15.4% 2.7% -5.1% -16.6% 4.1%
2014 1.5% -2.1% 7.9% -1.0% -2.9%
2013 -2.1% 6.2% -8.6% 1.6% -0.7%
2012 16.5% 13.5% -7.8% 6.2% 4.7%
2011 -17.3% -4.5% 1.0% -17.3% 3.7%
2010 27.9% 12.7% -6.8% 12.1% 8.6%
2009 59.7% 0.7% 19.3% 26.2% 5.4%
2008 -31.2% -7.1% -0.9% -14.1% -13.1%
2007 31.0% 3.2% 11.4% 8.3% 5.2%
2006 15.2% 10.1% -11.4% 6.9% 10.5%
2005 55.4% 5.8% 10.4% 21.7% 9.3%
2004 19.9% 2.7% -7.4% 13.8% 10.9%
2003 42.9% -6.1% 18.9% 12.1% 14.2%
2002 -10.5% 15.1% -12.2% -17.5% 7.3%
2001 -1.4% -4.8% 9.9% -24.8% 25.3%
2000 -22.5% 1.7% -1.9% -10.1% -13.6%
1999 64.6% 12.5% 19.1% -10.2% 36.8%
1998 -23.4% 9.2% -17.1% -23.0% 10.1%
1997 -6.5% -25.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/05/1997
  • Share Class size105Mn
  • Base currencyGBP
  • ISIN GB0008467101

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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

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