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Lazard Equity Franchise Portfolio;Institutional

Ranked 48 out of 50 in Global Income Funds over 3 months

All calculations are in USD unless stated

The Fund seeks total return consisting of appreciation and income. The Fund invests primarily in equity securities, principally common stocks, of US and non-US companies, including those in emerging markets. Under normal circumstances, the Fund invests at least 80% of its assets in equity securities of any size company.

sector performance

Global Income Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 4.3%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/09/2017
  • Share Class size06Mn
  • Base currencyUSD
  • ISINUS52107V2869

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment50

Charges