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Lazard Pan-European Small Cap Inst EUR Dis AP

Ranked 51 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Edward Rosenfeld

Objective

The Fund will seek to achieve its investment objective primarily through investment in the equity and equity-related securities (namely, common and preferred stock, Convertible Securities, warrants and rights) of European smaller companies, being generally companies within the market capitalisation range of the MSCI Europe Small Cap Index. The securities in which the Fund will invest will primarily be quoted or traded on Regulated Markets in Europe.

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 -19.3% -6.1% 6.2% -1.3% -18.0%
2017 27.9% 6.1% 9.2% 7.4% 2.8%
2016 0.2% 10.9% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. Luxembourg
  5. United Kingdom

Fund Info

  • Launch date08/03/2016
  • Share Class size29Mn
  • Base currencyEUR
  • ISIN IE00BYZWJB24

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).