Lazard Japanese Strategic Equity Fund EA Dist USD
ISIN IE0003CPETA8 / Valor 13596832
Lazard Japanese Strategic Equity Fund EA Dist USD
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General Objective
The Lazard Japanese Strategic Equity Fund aims to outperform the TOPIX Index by investing in a portfolio of Japanese equities from a universe of approximately 3,000 listed stocks. The portfolio typically holds between 20-30 securities across the full market capitalization spectrum.
Fund Exposure
The fund is primarily exposed to Japanese equities, with a focus on sectors such as financials, industrials, consumer discretionary, and information technology. It has a market cap breakdown with a significant allocation to companies with a market capitalization greater than ¥5tn.
Risks
Investors should be aware that there is no capital guarantee or protection of the value of the Fund. The value of the investment can fluctuate, and there is a higher level of risk due to the concentrated nature of the Fund's investments. Additionally, as an unhedged share class, investors are exposed to exchange rate fluctuations between their denominated currency and the base currency of the Fund, which may impact the performance of their shares.
Source
https://www.lazardassetmanagement.com/ie/en_uk/funds/funds/lazard-japanese-strategic-equity-fund/f428/s46/?shareClass=6126
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