Lazard Australian Equity W | Factsheet | APIR : LAZ0010AU …
Lazard Asset Management, Funds | Lazard Asset Management, Lazard Global Small Cap Fund | Lazard Asset Management, This PDS is dated 28 December 2020. Lazard holds an Australian Financial Services Licence, number 238432, and is the Responsible Entity of the Fund available for investment through the PDS. Lazard is the issuer of the PDS and the units in the Fund. An investment in the Fund does not represent deposits or other, This PDS is dated 28 December 2020. Lazard holds an Australian Financial Services Licence, number 238432, and is the Responsible Entity of the Fund available for investment through the PDS. Lazard is the issuer of the PDS and the units in the Fund. An investment in the Fund does not represent deposits or other, The Lazard Select Australian Equity Fund seeks to achieve total returns (includes income and capital appreciation and before the deduction of fees and taxes) that exceed those… Fund Strategy The investment strategy of the Fund is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and…
Lazard Asset Management( Australia ) Responsible Entity: Lazard Asset Management Pacific Co. FE fundinfo Sector: AMI Equity – Australia : Asset Class : Equity : Currency: AUD: Legal Structure: Unit Trust: Fund Size: AUD$129.84m (31/03/2021) Fund Inception: 17/10/2000: Closed to new business: No, 8/22/2002 · The Lazard Select Australian Equity Fund is a highly concentrated portfolio that will hold between 12 and 30 of our best ideas. It is an actively managed portfolio that typically invests in Australian equities that we believe are trading below their intrinsic value.
Lazard Select Australian Equity Fund Apr 2021 Factsheet 1 Distributions are made quarterly if of an economic size. 2 Performance is presented net of W Class fees, please refer to www.lazardassetmanagement.com.au for performance of the I Class . Investments can go up and down. Past performance is not necessarily indicative of future performance.
This Product Disclosure Statement (“PDS”) is a summary of significant information relating to the Lazard Defen – sive Australian Equity Fund ARSN 163 078 813 (“Fund”). It also contains a number of references to important ad -, both equities and bonds Lazard Global Convertibles Fund ( W Class ) Apr 2021 Factsheet Fund Facts Number of securities 86 Total Fund Size (AUD) $155.5m Inception Date ( W Class ) 2 September 2020 Total Management Costs 0.80% p.a. Minimum Investment $20,000 Buy/Sell Spread +0.35%/-0.35% Distributions Annually APIR Code LAZ3113AU Investment …
Lazard offers products across a broad spectrum of asset classes , designed for different client types. Our traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies.
Lazard Global Equity Franchise Fund (Hedged) Concentrated and Active – High conviction global equity portfolio. Companies with an Economic Franchise – Large economic moats with a history of stable forecastable earnings. Strict Valuation Discipline – Benefits of …
