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Lazard Emerging Markets Equity Inst USD

Ranked 230 out of 284 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

James Donald

As a managing director and head of the emerging markets group at Lazard Asset Management LLC, James Donald manages a variety of emerging markets funds. His only UK domiciled fund is the Lazard Emerging Markets Growth fund for which he uses a bottom-up stock selection style looking for relative value in emerging markets equities. Donald started out at Mercury Asset Management in 1985. He spent seven years on the group’s international equity team before switching over to focus on emerging markets. He joined Lazard in 1996. Born in Canada in 1961, Donald earned an honours degree in history from the University of Western Ontario’s Huron College. He still holds a keen interest in history and is also a talented linguist, speaking fluent French and Spanish.

Objective

Lazard Emerging Markets Equity Fund (the "Fund") aims to achieve long term capital growth through investment in equities (i.e. shares) and equity-related instruments of companies which are based or have significant business interests in emerging market countries.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4%
2017 16.5% 9.0% -1.9% 3.4% 5.3%
2016 43.6% 11.2% 12.1% 12.2% 2.8%
2015 -15.5% 2.7% -5.0% -16.2% 3.3%
2014 1.4% -1.7% 6.6% -0.8% -2.4%
2013 -3.1% 6.3% -7.9% -0.3% -0.8%
2012 16.3% 14.1% -7.8% 6.5% 3.8%
2011 -17.8% -3.7% 0.0% -16.8% 2.6%
2010 25.4% 12.3% -6.3% 12.2% 6.3%
2009 57.1% -0.6% 18.4% 28.0% 4.3%
2008 -28.7% -6.3% -2.7% -11.1% -12.0%
2007 11.2% 6.6% 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date23/03/2007
  • Share Class size541Mn
  • Base currencyUSD
  • ISIN IE00B1L6MF22

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).