Lazard select australian equity

It is a high conviction portfolio with high active share and low beta characteristics over time.

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Lazard select australian equity

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. Reporting - regular reporting is provided to investors including balances, fact sheets and annual tax statements. Investors seeking an investment return objective similar to the Fund and are comfort- able with the risks of investing, as described in the PDS. The Lazard Select Australian Equity Fund is a highly concentrated portfolio that will hold between 12 and 30 of our "best ideas. It is a high conviction portfolio with high active share and low beta characteristics over time. High Conviction: Benchmark unconstrained, with high active share and best ideas Disciplined Value' Investment Approach: Longer-term Independent thinking Stability and Experience: Team together at Lazard for more than 18 years. Lazard believes that emotions move share prices away from their intrinsic value.

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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.

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Lazard select australian equity

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. This was made up of a growth return of

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Last price. From finding the right portfolio to rebalancing your existing portfolio, we've got you covered. Information presented has been obtained or derived from sources believed by Lazard to be reliable. Long-term outperformance comes from portfolio earnings growth. Forgot your Password? Fund Strategy 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. Single asset class ETF portfolios. Read the latest investing news and insights. Markets Equity Commodity Currency. Australian ETFs. FTSE

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.

Two-Factor Authentication. Fund Distributions. Set Financial Goal. Forgot your Password? Let's get started. Morningstar Investment Ideas Stocks. He commenced working in the investment field upon joining Lazard in , and officially joined the Australian Equity team in Investing guides. Email is required. Log in here. Portfolio HealthCheck. This product is intended for use as a Satellite allocation for a consumer who is seeking Capital Growth and has a Very high Risk and Return profile for that portion of their investment portfolio.