Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Lazard Emerging Markets Equity Portfolio;Inst

Ranked 208 out of 218 in Emerging Markets Funds over 12 months

All calculations are in USD unless stated

The Fund seeks long term capital appreciation by investing primarily in equity securities, principally common stocks of non -U.S. companies whose principal activities are located in emerging market countries and that Lazard believes are undervalued based on their earning, cash flow or asset values.

sector performance

Emerging Markets Funds
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.1% -13.6%
2017 28.0% 10.4% 2.2% 6.8% 6.3%
2016 20.5% 8.7% 4.8% 8.9% -2.8%
2015 -20.2% -1.9% 0.9% -19.1% -0.3%
2014 -4.2% -0.4% 9.6% -5.9% -6.7%
2013 -0.8% -1.1% -7.4% 6.5% 1.8%
2012 22.4% 17.3% -7.7% 7.1% 5.5%
2011 -17.8% -0.8% 0.5% -20.6% 3.9%
2010 22.8% 6.1% -9.0% 20.8% 5.3%
2009 69.8% -2.2% 34.1% 22.4% 5.8%
2008 -47.9% -7.1% -0.9% -18.6% -30.5%
2007 33.1% 3.0% 14.1% 9.3% 3.6%
2006 30.3% 10.8% -5.9% 8.0% 15.7%
2005 41.4% 3.7% 5.3% 21.4% 6.6%
2004 30.8% 6.9% -7.5% 11.2% 18.9%
2003 54.5% -9.1% 24.5% 14.4% 19.4%
2002 -0.4% 12.1% -5.2% -15.9% 11.5%
2001 -3.2% -7.6% 8.6% -20.6% 21.5%
2000 -29.5% -1.4% -7.2% -12.3% -12.2%
1999 55.8% 6.2% 20.2% -8.1% 32.8%
1998 -23.5% 8.7% -17.5% -23.6% 11.7%
1997 -9.8% 10.2% 12.1% -7.0% -21.5%
1996 23.6% 10.4% 9.0% 0.0% 2.7%
1995 -5.9% -14.8% 8.8% 3.5% -1.9%
1994 -15.4%

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 date15/07/1994
  • Share Class size9,731Mn
  • Base currencyUSD
  • ISINUS52106N8891

Purchase Info

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

Charges

  • Annual management1.00%