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Lazard Managed Equity Inst Acc GBP

Ranked 9 out of 23 in - Global (High UK) over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Lacey

Andrew Lacey is the deputy chairman of US and Global strategies at Lazard Asset Management. Lacey began his career as a teacher, before moving into investments in 1995. Based in New York, Lacey manages a number of equity funds for Lazard and enjoys golf, football and skiing outside of fund management. He attended both Columbia University and Wesleyan University, where he obtained a MBA and BA respectively.

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

To achieve capital growth by investing in a diversified portfolio of global equities, with a minimum of 50% exposure to the UK market.

Showing fund performance in United Kingdom View performance globally

Performance

Global (High UK) over : 30/04/2018 - 30/04/2019
  • Rank 9/23 Total Return
  • Rank 13/23 Standard Deviation
  • Rank 15/23 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -6.2% -5.2% 9.1% 2.3% -11.3%
2017 13.6% 4.7% 1.1% 2.1% 5.1%
2016 19.0% -0.3% 5.5% 8.5% 4.3%
2015 3.6% 6.6% -3.8% -5.0% 6.3%
2014 6.4% -1.4% 1.1% 1.2% 5.4%
2013 26.2% 12.8% 0.2% 4.5% 6.8%
2012 12.3% 8.9% -4.2% 5.2% 2.3%
2011 -5.0% -0.2% 0.5% -12.3% 8.1%
2010 15.5% 8.2% -10.9% 9.6% 9.2%
2009 20.4% -8.8% 7.2% 19.3% 3.2%
2008 -23.9% -9.4% -2.7% -10.1% -3.9%
2007 5.6% 0.7% 3.9% -0.9% 1.8%
2006 11.5% 8.3% -4.3% 3.0% 4.5%
2005 21.1% 1.8% 4.5% 8.1% 5.4%
2004 7.3% 0.7% 1.2% 1.4% 3.9%
2003 11.8% -5.4% 10.4% 1.1% 5.9%
2002 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/09/2002
  • Share Class size78Mn
  • Base currencyGBX
  • ISIN GB0032009606

Purchase Info

  • Min. initial investment200,000
  • 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).