Lazard Global Equity Franchise Fund C Acc CHF Hedged header image

Lazard Global Equity Franchise Fund C Acc CHF Hedged

Fund

ISIN IE000TZRKQH9 / Valor 12723455

NAV (2025-01-20)
CHF 95.72+1.13%

Lazard Global Equity Franchise Fund C Acc CHF Hedged
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
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 North America, Continental Europe, the United Kingdom, Japan, and Asia ex Japan. The sector breakdown includes significant allocations to Health Care, Utilities, Industrials, and Financials. The Fund also has exposure to Information Technology, Consumer Discretionary, Communication Services, and Consumer Staples.

Risks

Investors should be aware that there is no capital guarantee or protection of the Fund's value. The Fund may invest in emerging markets, which can be less developed and more volatile. Additionally, investing in other funds may subject investors to additional fees and expenses. Currency exchange rate fluctuations can also impact the performance of the Fund's unhedged share class.

Content summarized by AI chatbot
Source

https://www.lazardassetmanagement.com/docs/-m0-/119877/LazardGlobalEquityFranchiseFundJAccGBP_UCITSKIID_IE00BKP84S47_en.pdf

Tags:
global equities msci world index franchise companies

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Lazard Global Equity Franchise Fund A Dist EUR Hedged
Lazard Global Equity Franchise Fund A Dist EUR Hedged Lazard Global Equity Franchise Fund A Dist EUR Hedged Valor: 31791165
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.13%EUR 113.34
Lazard Global Equity Franchise Fund EA Acc USD
Lazard Global Equity Franchise Fund EA Acc USD Lazard Global Equity Franchise Fund EA Acc USD Valor: 32639294
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.16%USD 210.33
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.37%GBP 151.78
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.03%EUR 159.31
Lazard Global Equity Franchise Fund A Acc GBP
Lazard Global Equity Franchise Fund A Acc GBP Lazard Global Equity Franchise Fund A Acc GBP Valor: 29044787
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.36%GBP 258.24
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.15%USD 211.69
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.37%GBP 192.35
Lazard Global Equity Franchise Fund BP Acc USD
Lazard Global Equity Franchise Fund BP Acc USD Lazard Global Equity Franchise Fund BP Acc USD Valor: 39547234
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.14%USD 129.23
Lazard Global Equity Franchise Fund C Acc GBP
Lazard Global Equity Franchise Fund C Acc GBP Lazard Global Equity Franchise Fund C Acc GBP Valor: 38445101
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.36%GBP 174.65
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.36%GBP 98.39