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Lazard European Smaller Companies A Acc

Ranked 47 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Edward Rosenfeld

Objective

The objective of the Fund is to achieve long term capital growth by investing in European smaller companies, being generally the smallest 10% of European listed companies, measured by market capitalisation. At the discretion of the ACD, the Sub-Fund may retain its investments in companies which were within that bracket at the time of acquisition but which grow beyond it in the course of time.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -19.2% -6.0% 6.3% -1.4% -18.0%
2017 28.2% 5.8% 10.1% 6.9% 2.9%
2016 10.7% -0.9% -0.8% 11.3% 1.2%
2015 27.6% 11.7% 1.9% -0.6% 12.8%
2014 5.7% 5.4% -2.6% -3.5% 6.6%
2013 34.1% 12.0% 1.1% 7.0% 10.7%
2012 25.2% 14.6% -5.7% 8.2% 7.0%
2011 -12.6% 1.8% 1.6% -16.7% 1.4%
2010 25.1% 9.6% -11.6% 16.9% 10.5%
2009 40.2% -5.9% 19.0% 23.2% 1.6%
2008 -38.2% -6.5% -2.7% -20.7% -14.3%
2007 0.4% 7.3% 3.0% -4.5% -4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/10/2006
  • Share Class size181Mn
  • Base currencyGBP
  • ISIN GB00B10SJ927

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).