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Lazard Global Listed Infra Eq Inst Acc GBP

classificato 1 su 11 di - Infrastructure 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

Infrastructure su un periodo di : 31/10/2016 - 31/10/2017

Rendimento totale

Performance trimestrale

a 29/09/2017 Annuale T1 T2 T3 T4
2017 10,2% 1,8% 3,8%
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 class426Mn
  • Valuta di baseGBP
  • ISIN IE00B5NXD345

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1Mn
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,85%
  • Investimento iniziale0

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