Lazard Global Equity Income
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.
Performance
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Rank 63/98 Total Return
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Rank 54/98 Standard Deviation
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Rank 49/98 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 61 | Legg Mason IF Martin Currie Glbl Eqty Income A Acc | GBP | -2.7% |
| 62 | Lazard Global Equity Income Inst USD Acc | GBP | -2.8% |
| 63 | Lazard Global Equity Income Ret Acc | GBP | -3.0% |
| 64 | Capital Group World Div Growers (LUX) B USD | GBP | -3.1% |
| 65 | Nordea 1 Global Dividend Fund BP USD | GBP | -3.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 52 | Fidelity Funds - Gl Eq Income I-ACC-USD | GBP | 7.8 |
| 53 | S&W Millennium | GBP | 7.8 |
| 54 | Lazard Global Equity Income Ret Acc | GBP | 7.8 |
| 55 | Capital Group World Div Growers (LUX) B USD | GBP | 7.9 |
| 56 | VT SORBUS VECTOR A GBP Inc | GBP | 8.0 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 47 | Sarasin Global Higher Dividend A GBP Acc | GBP | -6.4% |
| 48 | Fidelity Global Enhanced Inc W Acc | GBP | -6.4% |
| 49 | Capital Group World Div Growers (LUX) B USD | GBP | -6.5% |
| 49 | Lazard Global Equity Income Ret Acc | GBP | -6.5% |
| 51 | JPM Global Equity Income X Acc | GBP | -6.5% |
| View full league table | |||
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
- United Kingdom
Fund Info
- Launch date22/10/2007
- Share Class size04Mn
- Base currencyGBX
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ISIN GB00B24DPX62
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment1.5