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 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 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.
Rank 216/255 Total Return
Rank 93/255 Standard Deviation
Rank 171/255 Max Drawdown
|214||Jupiter Growth & Income||GBP||
|215||Artemis UK Special Situations R Acc||GBP||
|216||MGTS AFH DA UK Alpha I Acc||GBP||
|217||Aviva Investors UK Listed Equity High Alpha SC 1||GBP||
|218||UBS UK Opportunities A Acc||GBP||
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|91||7IM UK Equity Value C Inc||GBP||
|92||Royal London Sustainable Leaders Trust A Inc||GBP||
|93||MGTS AFH DA UK Alpha I Acc||GBP||
|94||Schroder UK Alpha Plus A Acc||GBP||
|95||Majedie UK Focus X Acc||GBP||
|95||Liontrust Special Situations R Inc||GBP||
|95||VT Castlebay UK Equity A GBP Acc||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date05/03/2018
- Share Class size63Mn
- Base currencyUnits
- Min. initial investment1,000
- Annual management0.55%
- Initial investment0.00%