Lazard select australian equity

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The strategy of the Lazard Select Australian Equity W Class managed fund is The investment strategy of the Fund is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range from 12 to 30 which means Lazard makes active investment decisions as to which stocks the Fund holds. This was made up of a growth return of 0. These returns were calculated as at 29 Feb This was made up of a growth return of 6. This was made up of a growth return of 5.

Lazard select australian equity

The strategy of the Colonial FirstChoice - Lazard Select Australian Equity managed fund is The investment strategy of the option is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range between 12 and 30 depending on Lazard's active investment decisions and assessment of the relative value of the companies. This was made up of a growth return of 0. These returns were calculated as at 29 Feb This was made up of a growth return of 6. This was made up of a growth return of 4. This was made up of a growth return of Fund data sourced from Morningstar. Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance. Looks you are already a member. Please enter your password to proceed.

Past performance is not necessarily indicative of future performance. Schedule a call.

The significant features of the Fund are that it has a professionally managed active investment strategy and gives investors access to the returns from Australian equities. Investment Return - the Fund aims to achieve a return for investors that meets or exceeds the Fund's stated investment return objective. Expertise - the Fund is managed by a team of investment professionals who have many years of experience managing Australian equity strategies. They also have access to LAM's global investment professionals. Liquidity - investors have timely access to their investment and are normally provided with daily Fund valuations daily unit prices. Systems - the investment professionals have access to investment and risk management systems and processes to which ordinary investors usually do not have access. Access to investments - multiple investors are pooled into a relatively large Fund which provides investors with access to investment opportunities and diversity which they usually can't achieve by investing on their own.

The portfolio management team adheres to a robust relative value investment process, employing bottom-up stock selection to identify companies with strong financial productivity as measured by return on equity that trade at attractive valuations. Morningstar Category 1. Morningstar Style 1. Primary Benchmark. Distribution Date. Minimum Investment. The performance quoted represents past performance. Past performance does not guarantee future results. Net-of-fees performance is measured from inception. Mutual fund performance fluctuates and currently may be lower than stated.

Lazard select australian equity

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Emerging Market Equity Funds. No thanks, sign up later. Passive Australian Equity Funds. Updating information Please wait All Ordinaries. This was made up of a growth return of 0. Forgot your Password? We will redirect you to the content after you make the necessary changes. Dividend payments in the coming 90 days. Get Investment Plan. Passive Global Equity Funds. The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group. Last price. Professional Use Only.

The strategy invests primarily in companies among the largest listed on the Australian Stock Exchange. The strategy is focused on a highly concentrated portfolio that will generally range between 12 and 30 of our "best ideas" chosen for their potential to deliver large absolute returns over the long term. By contrast with the more diversified Lazard Australian Equity strategy, the Lazard Select Australian Equity strategy places less emphasis on benchmark risk control in the portfolio construction process.

Discover Investments. Financial Services Guide. Passive Australian Listed Property Funds. Email must be a valid email. The code you entered is incorrect. Please enter the code below. Lazard uses the principles of mean reversion in establishing its assessment of the intrinsic value of shares. Performance presented net of fees. Adviser Spotlight. For Asset Managers. Active Global Equity Funds. Morningstar Direct. Show Less. Didn't get the code?