Lazard Emerging Markets Equity A Dis USD

Ranked 100 out of 296 in - Global Emerging Markets over 12 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 achieve long-term capital appreciation through investment in a diversified portfolio of global equities with an emerging markets bias quoted or traded on the Regulated Markets. The Fund aims to outperform the MSCI Emerging Markets Index. The Fund will invest primarily in equity and equity related securities of emerging market issuers. Such securities include exchange traded and over the counter common and preferred stocks, warrants, rights (which are issued by a company to allow holders to subscribe for additional securities issued by that company), depositary receipts and shares.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.7%
2018 -12.8% -2.4% -7.3% -0.7% -2.9%
2017 16.5% 9.0% -1.9% 3.4% 5.3%
2016 43.6% 11.2% 12.1% 12.2% 2.8%
2015 -15.5% 2.7% -5.0% -16.2% 3.3%
2014 1.4% -1.7% 6.6% -0.8% -2.4%
2013 -3.1% 6.3% -7.9% -0.3% -0.8%
2012 16.3% 14.1% -7.8% 6.5% 3.8%
2011 -17.8% -3.7% 0.0% -16.8% 2.6%
2010 25.4% 12.3% -6.3% 12.2% 6.3%
2009 57.1% -0.6% 18.4% 28.0% 4.3%
2008 -28.7% -6.3% -2.7% -11.1% -12.0%
2007 11.2% 6.6% 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date23/03/2007
  • Share Class size341Mn
  • Base currencyUSD
  • ISIN IE00B1L6MF22

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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