Lazard Rathmore Alternative Fund BP Acc USD
ISIN IE00BFZ4RZ57 / Valor 44961934
Lazard Rathmore Alternative Fund BP Acc USD
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General Objective
The Lazard Rathmore Alternative Fund aims to achieve absolute returns through a combination of capital appreciation and income over a three year market cycle. The Fund is actively managed and seeks to generate returns through the exploitation of anomalies across the capital structure of various entities.
Fund Exposure
The Fund pursues its objective by utilizing two relative sub-strategies: capital structure and convertible arbitrage, and special situations/event driven investing. It may invest in a wide range of asset classes, including convertible securities, derivatives, corporate and government bonds, global currencies, interest rates, exchange traded notes, preferred stocks, global equities, and warrants in companies. The Fund may also invest more than 20% of its value in emerging markets.
Risks
As a result of its use of derivatives, the Fund may be 'geared' or 'leveraged', which can lead to a proportionately much larger movement in the value of the Fund's assets. The expected level of the Fund's leverage will be between 200% - 800% of the value of the Fund and will not exceed 1200%. Additionally, the Fund may speculate on the price of an underlying investment falling or rising, potentially leading to gains or losses.
Source
https://www.lazardassetmanagement.com/uk/en_uk/funds/irish-funds/lazard-rathmore-alternative-fund/f2441/s86/?shareClass=11846
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