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Ranked 216 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Alan Clifford

Born in Bishop’s Stortford in 1967, Alan Clifford studied Economics at Newcastle Upon Tyne Polytechnic. His financial career began at Legal & General in 1989 where he held a number of accounting positions before moving to the group’s Investment Management arm in ’92 where he spent a further ten years as an analyst and fund manager. An Associate of the Chartered Institute of Management Accountants, Alan moved to join Lazard Asset Management at the end of 2002 where he holds the position of portfolio manager with responsibility for the UK Smaller Companies fund and describes the fund’s investment style to be based on "relative value". Away from the office, Alan says his recreational interests are music, cycling and wine collecting and tasting.

Alan Custis

Alan Custis holds a degree in Business from Staffordshire University. He started his career in 1989 with Hill Samuel Asset Management where he was head of small cap investment and he moved on to Morgan Grenfell Securities as a derivatives trader. He then joined JP Morgan Fleming where he worked for five years in a variety of roles including heading up their mid-cap initiative. In 2004, Alan joined Lazard Asset Management and is a portfolio manager on the UK Equity team.

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.


To provide long term growth principally through capital growth as well as income from a portfolio of investments.

Showing fund performance in United Kingdom View performance globally


UK (All Companies) over : 30/04/2018 - 30/04/2019
  • Rank 216/255 Total Return
  • Rank 93/255 Standard Deviation
  • Rank 171/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 7.4% -1.6% -13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/03/2018
  • Share Class size63Mn
  • Base currencyUnits

Purchase Info

  • Min. initial investment1,000


  • Annual management0.55%
  • 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).