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Lazard European Smaller Companies

Ranked 74 out of 227 in - European Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Edward Rosenfeld

Objective

The objective of the Fund is to achieve long term capital growth by investing in European smaller companies, being generally the smallest 10% of European listed companies, measured by market capitalisation. At the discretion of the ACD, the Sub-Fund may retain its investments in companies which were within that bracket at the time of acquisition but which grow beyond it in the course of time.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

European Small & Medium Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.1% 14.4% 10.5%
2016 -7.2% -3.3% -7.8% 8.2% -3.8%
2015 20.6% 6.3% 7.9% -4.3% 9.8%
2014 -0.5% 6.1% -0.1% -8.5% 2.6%
2013 36.6% 4.6% 1.0% 14.3% 13.2%
2012 30.9% 17.8% -7.4% 11.4% 7.7%
2011 -13.3% 4.2% 1.7% -19.2% 1.2%
2010 21.3% 3.0% -12.8% 23.2% 9.7%
2009 57.5% -6.2% 36.8% 19.6% 2.6%
2008 -55.3% -6.7% -2.5% -29.0% -30.9%
2007 2.1% 7.5% 5.3% -3.1% -7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/10/2006
  • Share Class size200Mn
  • Base currencyGBP
  • ISIN GB00B10SJ927

Purchase Info

  • Min. initial investment200,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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