Lazard Patrimoine Croissance D

Lazard Patrimoine Croissance focuses its portfolio on a balanced mix of assets to achieve growth. Specifically, it invests 45% in French large-cap stocks through the SBF 120 index, 30% in global developed market equities via the MSCI AC World index, and 10% in short-term Euro money market instruments. Additionally, the fund allocates 5% to instruments that earn interest plus an extra margin and another 5% to convertible securities through the TR Global Focus Convertible Index. The remaining 5% is dedicated to Euro government bonds as tracked by the ICE BofAML Euro Government Index. The portfolio is carefully rebalanced every six months to maintain these specific allocations.