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Lazard Global Equity Income

Ranked 63 out of 98 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Patrick Ryan

Patrick Ryan is a managing director and fund manager at Lazard Asset Management. Ryan joined Lazard in February 1994 and has been managing the Lazard Global Equity Income strategy since 2005. The fund employs a disciplined, valuation orientated process, allowing the fund to outperform during periods when high yielding stocks are in favour. Ryan graduated from Columbia University School of Engineering and Applied Science where he studied industrial engineering and is a CFA Charterholder. He is a member of the New York Society of Security Analysts (NYSSA) and enjoys music and skiing outside of fund management.

Objective

The investment objective of the Fund is to seek to generate substantial income as well as long term capital growth. The Fund will invest in global securities, seeking to diversify income stream through exposure to a portfolio of high-yielding securities, comprising primarily of equities, a proportion of which may be in emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7%
2017 6.3% 3.3% -0.1% 0.7% 2.3%
2016 31.6% 5.6% 6.6% 9.1% 7.3%
2015 -11.4% 4.0% -5.9% -11.8% 2.8%
2014 4.3% -0.6% 5.5% -1.9% 1.4%
2013 16.2% 10.9% -2.0% 1.8% 5.1%
2012 14.9% 7.4% -3.8% 6.4% 4.5%
2011 -3.7% 1.5% 1.4% -12.5% 6.9%
2010 15.3% 9.3% -10.6% 9.0% 8.1%
2009 25.0% -7.9% 8.3% 20.4% 4.1%
2008 -21.9% -9.6% -5.8% -5.3% -3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/10/2007
  • Share Class size04Mn
  • Base currencyGBX
  • ISIN GB00B24DPX62

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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