Registrati gratuitamente per ricevere le nostre email con le ultime notizie, le analisi e i commenti da Citywire Italia. Per registrarsi basta un minuto.

Lazard Global Listed Infra Eq A Acc GBP

classificato 350 su 367 di - Globale su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Bertrand Cliquet

Bertrand Cliquet is a Portfolio Manager/ Analyst on the Lazard Global Listed Infrastructure and Global Equity Franchise teams. Bertrand joined Lazard in 2004 as a European utility analyst, before becoming a founding member of the Lazard Global Listed infrastructure strategy in 2005. Prior to joining Lazard, Bertrand was a utility analyst at Goldman Sachs International in London and a merger and acquisition analyst at Deutsche Bank. He has been working in the investment field since 1999. He attained a business degree from HEC in Paris, with a major in Finance. Bertrand is fluent in both French and German.

Matt Landy

John Mulquiney

Warryn Robertson

Obiettivo

The investment objective of the Fund is to aim to achieve over the long term total returns comprising income and capital appreciation. The Fund will seek to achieve its investment objective primarily through investment on a global basis in the equities and equity-related instruments (namely, common and preferred stock, and depository receipts) of Infrastructure Companies that are listed or traded on the Regulated Markets

Performance

Globale su un periodo di : 31/05/2017 - 31/05/2018
  • Classificazione 350/367 Rendimento totale
  • Classificazione 357/367 Deviazione Standard
  • Classificazione 362/367 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/03/2018 Annuale T1 T2 T3 T4
2018 -5,1%
2017 15,4% 10,2% 1,8% 3,8% -1,0%
2016 -5,9% -2,7% -6,8% -0,8% 4,5%
2015 15,8% 16,4% -2,5% -1,7% 3,8%
2014 27,0% 8,4% 9,2% 1,8% 5,5%
2013 8,8% 6,4%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Chile
  2. Germania
  3. Irlanda
  4. Italia
  5. Malta
  6. Svizzera
  7. Regno Unito

Informazioni sul fondo

  • Inizio collocamento05/04/2013
  • Dimensione share class323Mn
  • Valuta di baseGBP
  • ISIN IE00B5NXD345

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo10.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,85%
  • Investimento iniziale0

Articoli correlati

Adviser Profile: Paul Annys of Qi Financial Solutions

Rugby coach Paul Annys has avoided any rucks since taking over at Qi Financial Solutions, despite the former owner still being around. Now he is stamping his mark on the firm, appealing to the next generation of clients with his sense of fun.

Citywire ratings – Ad aprile gestori tripla A grazie a Giappone, dividendi e infrastrutture

Nella rubrica sui gestori dal massimo rating di Citywire di questo mese troviamo un gestore azionario giapponese che ha ottenuto il suo primo rating AAA e due che lo hanno riottenuto investendo in azionario infrastrutture e azionario globale ad alto dividendo.

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).