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Lazard Emerging Markets Equity

Ranked 27 out of 854 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

James Donald

As a managing director and head of the emerging markets group at Lazard Asset Management LLC, James Donald manages a variety of emerging markets funds. His only UK domiciled fund is the Lazard Emerging Markets Growth fund for which he uses a bottom-up stock selection style looking for relative value in emerging markets equities. Donald started out at Mercury Asset Management in 1985. He spent seven years on the group’s international equity team before switching over to focus on emerging markets. He joined Lazard in 1996. Born in Canada in 1961, Donald earned an honours degree in history from the University of Western Ontario’s Huron College. He still holds a keen interest in history and is also a talented linguist, speaking fluent French and Spanish.

Objective

The Lazard Emerging Markets Fund (the Fund) seeks to achieve total returns (includes income and capital appreciation and before the deduction of fees and taxes) that exceed those of the MSCI Emerging Markets Index (the benchmark) by 3% per annum over rolling five-year periods.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 31/12/2015 - 31/12/2016

Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
2016 21.7% 8.6% 4.3% 9.2% -1.6%
2015 -21.1% -2.9% 1.0% -20.0% 0.6%
2014 -3.7% -0.3% 9.4% -6.0% -6.1%
2013 -0.6% -0.6% -7.7% 6.5% 1.8%
2012 21.5% 17.0% -8.2% 7.8% 5.0%
2011 -17.8% -0.8% 0.5% -19.9% 2.9%
2010 23.7% 5.7% -8.4% 20.8% 5.8%
2009 77.5% -1.6% 36.8% 23.3% 6.9%
2008 -49.6% -7.2% -0.6% -20.2% -31.5%
2007 33.7% 2.9% 15.1% 9.1% 3.6%
2006 32.2% 11.2% -5.2% 7.8% 16.4%
2005 41.5% 4.0% 5.2% 21.5% 6.5%
2004 31.8% 6.6% -7.7% 11.9% 19.6%
2003 55.5% -8.4% 23.5% 13.9% 20.7%
2002 -3.0% 12.6% -6.2% -16.7% 10.2%
2001 -4.1% -5.9% 4.7% -19.9% 21.6%
2000 -32.9% -0.6% -11.6% -14.3% -10.9%
1999 50.8% 6.8% 19.5% -10.6% 32.2%
1998 -22.4% 10.9% -18.1% -24.6% 13.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date22/10/1997
  • Share Class size1,065Mn
  • Base currencyAUD
  • ISIN AU60LAZ00035

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).