Lazard Global Equity Franchise Fund A Acc USD header image

Lazard Global Equity Franchise Fund A Acc USD

Fund

ISIN IE00BYR8PK92 / Valor 28972535

NAV (2024-10-22)
USD 228.79-0.51%

Lazard Global Equity Franchise Fund A Acc USD
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General Objective

The Lazard Global Equity Franchise Fund seeks long-term, defensive returns by investing globally in a range of franchise companies. The Fund focuses on listed companies with predictable earnings and large competitive advantages.

Fund Exposure

The Fund is primarily exposed to equity investments in franchise companies across various sectors and geographies. The sector breakdown includes significant allocations to Health Care, Utilities, Consumer Discretionary, and Financials. Geographically, the Fund has a higher exposure to North America and Continental Europe.

Risks

Investors should be aware that there is no capital guarantee or protection of the Fund's value. The Fund may also invest in emerging markets, which can introduce greater volatility and risks due to less developed political, economic, and legal systems. Additionally, investing in other funds may subject investors to additional fees and expenses.

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Source

https://www.lazardassetmanagement.com/uk/en_uk/funds/funds/lazard-global-equity-franchise-fund/f1161/s190/?shareClass=2822

Tags:
global equities msci world index franchise companies

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OTHER SHARE CLASSES OF THIS FUND

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-0.51%GBP 197.20
Lazard Global Equity Franchise Fund C Acc EUR
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Lazard Global Equity Franchise Fund BP Acc USD
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Lazard Global Equity Franchise Fund C Acc CHF Hedged
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-0.52%CHF 104.57
Lazard Global Equity Franchise Fund A Dist EUR Hedged
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-0.51%EUR 123.10
Lazard Global Equity Franchise Fund J Dist USD
Lazard Global Equity Franchise Fund J Dist USD Lazard Global Equity Franchise Fund J Dist USD Valor: 12795932
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Lazard Global Equity Franchise Fund EA Dist GBP
Lazard Global Equity Franchise Fund EA Dist GBP Lazard Global Equity Franchise Fund EA Dist GBP Valor: 37428614
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-0.51%GBP 155.61
Lazard Global Equity Franchise Fund C Acc GBP
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-0.51%GBP 179.17
Lazard Global Equity Franchise Fund A Acc GBP
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Annual Return

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110
-0.51%GBP 264.99
Lazard Global Equity Franchise Fund J Acc EUR
Lazard Global Equity Franchise Fund J Acc EUR Lazard Global Equity Franchise Fund J Acc EUR Valor: 12012902
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Annual Return

-50%0%+50%

Risk level

110
-0.32%EUR 112.61