Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Lazard UK Smaller Companies Retail Inc

Ranked 44 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Alan Clifford

Born in Bishop’s Stortford in 1967, Alan Clifford studied Economics at Newcastle Upon Tyne Polytechnic. His financial career began at Legal & General in 1989 where he held a number of accounting positions before moving to the group’s Investment Management arm in ’92 where he spent a further ten years as an analyst and fund manager. An Associate of the Chartered Institute of Management Accountants, Alan moved to join Lazard Asset Management at the end of 2002 where he holds the position of portfolio manager with responsibility for the UK Smaller Companies fund and describes the fund’s investment style to be based on "relative value". Away from the office, Alan says his recreational interests are music, cycling and wine collecting and tasting.

Alan Custis

Alan Custis holds a degree in Business from Staffordshire University. He started his career in 1989 with Hill Samuel Asset Management where he was head of small cap investment and he moved on to Morgan Grenfell Securities as a derivatives trader. He then joined JP Morgan Fleming where he worked for five years in a variety of roles including heading up their mid-cap initiative. In 2004, Alan joined Lazard Asset Management and is a portfolio manager on the UK Equity team.

Lloyd Whitworth

Lloyd Whitworth runs a number of UK equity funds for Lazard Asset Management, where he has worked as a portfolio manager since joining in 2009. Whitworth follows a fundamental, bottom-up style to investing, focusing on companies’ financial productivity and valuation to drive returns. This investment style, Whitworth believes, has allowed his funds to perform consistently over a range of market scenarios. Whitworth has previously held portfolio manager positions at a number of companies, including Citigroup, Morley Fund Management and JP Morgan Asset Management. He attended Brunel University where he studied Economics and Business Finance and is a CFA charter holder. Outside of work, he enjoys golf and skiing.

Objective

The objective of the Fund is to achieve capital growth at a rate greater than that of the Hoare Govett Small Companies Index. The fund will invest at least 80% of its assets in UK securities of companies which form part of the Hoare Govett Smaller Companies Index or have an equivalent or lower market capitalisation.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5%
2017 19.7% 4.2% 3.7% 7.3% 3.2%
2016 7.9% -3.2% -7.5% 15.8% 4.1%
2015 8.7% 3.4% 8.4% -3.6% 0.6%
2014 1.1% 4.0% -4.4% -1.0% 2.6%
2013 33.0% 9.6% 0.3% 10.1% 9.9%
2012 27.3% 18.7% -6.8% 9.4% 5.2%
2011 -6.8% 3.3% 4.4% -16.3% 3.4%
2010 27.7% 7.2% -6.3% 13.7% 11.7%
2009 49.6% 0.3% 23.2% 21.9% -0.6%
2008 -42.6% -4.7% -8.1% -15.7% -22.3%
2007 -5.4% 4.7% 1.4% -6.7% -4.5%
2006 32.3% 13.2% -3.9% 8.3% 12.3%
2005 22.8% 3.8% 2.1% 8.5% 6.8%
2004 26.4% 10.9% 3.4% -1.2% 11.6%
2003 38.2% -4.1% 23.8% 11.3% 4.5%
2002 -21.5% 5.2% -6.4% -18.6% -2.0%
2001 2.1% -2.4% 5.4% -15.7% 17.8%
2000 4.3% 8.1% -2.6% 4.6% -5.3%
1999 63.1% 16.5% 10.2% 2.3% 24.3%
1998 -6.0% 13.6% 1.2% -21.1% 3.7%
1997 7.3% 3.1% -5.9% 7.4% 3.0%
1996 21.7% 8.8% 9.6% 0.8% 1.4%
1995 19.1% -0.8% 8.6% 9.7% 0.8%
1994 -4.4% 6.0% -7.5% 1.4% -3.9%
1993 44.7% 17.5% 8.5% 7.3% 5.8%
1992 12.8% 3.5% 9.6% -10.5% 11.0%
1991 39.5% 26.6% -0.2% 13.9% -3.0%
1990 -23.8% -2.9% 0.6% -18.3% -4.5%
1989 9.5% 20.6% 1.1% 0.9% -11.0%
1988 8.0% 7.7% 12.6% -4.3% -6.9%
1987 22.7% 37.0% 28.6% 16.1% -40.1%
1986 32.3% 17.6% 5.7% 0.4% 6.0%
1985 21.4% 10.5% 1.9% -2.4% 10.4%
1984 21.5% 8.1% -0.7% 5.4% 7.3%
1983 25.4% 11.6% 4.8% 6.4% 0.8%
1982 21.8% 4.9% 5.5% 1.9% 7.9%
1981 10.7% 3.6% 10.2% 5.0% -7.7%
1980 27.6% 11.9% -5.7% 10.0% 9.9%
1979 12.1% 10.7% 9.2% 0.2% -7.5%
1978 21.6% -3.6% 12.8% 16.9% -4.4%
1977 81.0% 26.2% 14.6% 13.4% 10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/02/1963
  • Share Class size04Mn
  • Base currencyGBX
  • ISIN GB0008470477

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).