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Lazard US Realty Equity Portfolio;Open

Ranked 52 out of 73 in - US Equity over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to long-term capital appreciation, with current income, including interest and dividends from portfolio securities, as a secondary objective. The Fund invests at least 80% of its assets in equity securities of U.S. Realty Companies and may include warrants, rights, options and shares of ETFs.

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

Performance

US Equity over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7% 6.0% 0.4%
2017 7.7% 2.9% 2.2% -0.9% 3.4%
2016 5.0% 4.2% 4.5% -0.8% -2.8%
2015 4.3% 3.8% -7.7% 2.1% 6.7%
2014 25.1% 8.3% 6.7% -1.0% 9.3%
2013 1.8% 6.3% -1.3% -3.0% 0.0%
2012 20.6% 11.7% 2.8% 2.1% 2.8%
2011 9.9% 6.0% 3.4% -18.0% 22.4%
2010 35.6% 13.6% -6.1% 12.1% 13.4%
2009 59.5% -17.7% 27.6% 36.3% 11.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/12/2008
  • Share Class size49Mn
  • Base currencyUSD
  • ISIN US52106N3199

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50

Charges

  • Annual management0.80%
  • Initial investment0.00%

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