Lazard Global Equity Franchise Fund BP Acc USD header image

Lazard Global Equity Franchise Fund BP Acc USD

Fund

ISIN IE00BD5TM628 / Valor 39547234

NAV (2025-11-28)
USD 130.33+0.43%

Lazard Global Equity Franchise Fund BP Acc USD
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The Lazard Global Equity Franchise Fund is actively managed to pursue long-term growth by investing mainly in global stocks and related securities of "Franchise Companies" that have strong competitive advantages and stable profitability. These companies are selected based on factors like liquidity, natural monopolies, and cost leadership. Additionally, the fund may allocate over 20% of its investments to emerging markets and up to 10% to other investment funds and convertible securities, ensuring a diverse and robust portfolio focused on high-quality, reliable businesses worldwide.

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Tags:
global equities msci world index franchise companies

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OTHER SHARE CLASSES OF THIS FUND

Lazard Global Equity Franchise Fund EA Acc GBP
Lazard Global Equity Franchise Fund EA Acc GBP Lazard Global Equity Franchise Fund EA Acc GBP Valor: 35264605
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Annual Return

-50%0%+50%

Risk level

110
0.38%GBP 182.48
Lazard Global Equity Franchise Fund A Acc EUR
Lazard Global Equity Franchise Fund A Acc EUR Lazard Global Equity Franchise Fund A Acc EUR Valor: 39547224
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Annual Return

-50%0%+50%

Risk level

110
0.40%EUR 145.36
Lazard Global Equity Franchise Fund C Dist GBP
Lazard Global Equity Franchise Fund C Dist GBP Lazard Global Equity Franchise Fund C Dist GBP Valor: 38445172
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Annual Return

-50%0%+50%

Risk level

110
0.38%GBP 137.64
Lazard Global Equity Franchise Fund B Acc GBP
Lazard Global Equity Franchise Fund B Acc GBP Lazard Global Equity Franchise Fund B Acc GBP Valor: 38445171
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Annual Return

-50%0%+50%

Risk level

110
0.38%GBP 155.64
Lazard Global Equity Franchise Fund C Acc CHF Hedged
Lazard Global Equity Franchise Fund C Acc CHF Hedged Lazard Global Equity Franchise Fund C Acc CHF Hedged Valor: 12723455
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Annual Return

-50%0%+50%

Risk level

110
0.42%CHF 93.37
Lazard Global Equity Franchise Fund C Dist USD
Lazard Global Equity Franchise Fund C Dist USD Lazard Global Equity Franchise Fund C Dist USD Valor: 12234154
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Annual Return

-50%0%+50%

Risk level

110
0.44%USD 97.04
Lazard Global Equity Franchise Fund B Dist GBP
Lazard Global Equity Franchise Fund B Dist GBP Lazard Global Equity Franchise Fund B Dist GBP Valor: 39547228
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Annual Return

-50%0%+50%

Risk level

110
-0.35%GBP 100.58
Lazard Global Equity Franchise Fund C Acc CHF
Lazard Global Equity Franchise Fund C Acc CHF Lazard Global Equity Franchise Fund C Acc CHF Valor: 12722649
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Annual Return

-50%0%+50%

Risk level

110
0.22%CHF 93.06
Lazard Global Equity Franchise Fund X Dist GBP
Lazard Global Equity Franchise Fund X Dist GBP Lazard Global Equity Franchise Fund X Dist GBP Valor: 13832086
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Annual Return

-50%0%+50%

Risk level

110
0.38%GBP 88.33
Lazard Global Equity Franchise Fund A Acc USD
Lazard Global Equity Franchise Fund A Acc USD Lazard Global Equity Franchise Fund A Acc USD Valor: 28972535
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Annual Return

-50%0%+50%

Risk level

110
0.44%USD 215.13