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Lazard Global Fixed Income Portfolio;Instl

Ranked 41 out of 46 in Global Income Funds over 12 months

All calculations are in USD unless stated

The Fund seeks total return from current income and capital appreciation. The Fund invests at least 80% of its asset in debt and income producing securities and other instrument such as bonds, notes, mortgage-related securities, asset-backed securities, Eurodollar and Yankee dollar instrument.

sector performance

Global Income Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.2% -3.4%
2017 7.9% 2.2% 3.3% 1.5% 0.7%
2016 0.2% 5.1% 1.3% 1.2% -7.0%
2015 -4.0% -1.7% -0.9% -0.1% -1.4%
2014 0.1% 1.9% 2.8% -3.3% -1.2%
2013 -4.1% -2.6% -3.6% 2.2% 0.0%
2012 0.1% 3.5% -0.3%

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 date30/03/2012
  • Share Class size06Mn
  • Base currencyUSD
  • ISINUS52106N2936

Purchase Info

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

Charges