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Lazard Emerging Markets Core Equity Inst Acc USD

Ranked 532 out of 761 in - Global Emerging Markets over 36 months
All calculations are in USD unless stated

Managed by

Stephen Russell

Objective

The investment objective of the Fund is to achieve long-term capital growth. The Fund will seek to achieve its investment objective primarily through investment in the equity and equity related securities of companies that have a market capitalization of approximately US$500 million or greater and that are domiciled, incorporated, listed or do significant business in Emerging Market Countries (i.e. companies that derive 50% or more of their net assets and/or revenues from Emerging Market Countries are considered to do significant business in those countries).

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

Performance

Global Emerging Markets over : 30/11/2015 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.4% -8.7% -2.8%
2017 39.4% 11.3% 6.9% 10.8% 5.7%
2016 3.1% -1.0% 1.8% 7.7% -5.0%
2015 -11.3% 2.4% 1.7% -16.0% 1.4%
2014 -2.6% -2.4% 7.4% -3.8% -3.4%
2013 2.1% 2.3% -7.8% 3.8% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date21/12/2012
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN IE00B9215T75

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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