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Lazard Global Small Cap I

Ranked 56 out of 103 in - Global Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Edward Rosenfeld

Objective

To achieve total returns that exceed those of the MSCI World Small Cap Accumulation Index by 3% per annum over rolling three-year periods.To provide investors with access to investments in global small companies in any geographical location.

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

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.5% 4.7% 8.0%
2016 3.5% 0.5% -3.0% 4.4% 1.7%
2015 2.9% 3.9% 4.6% -8.5% 3.6%
2014 8.9% 2.9% 6.2% -5.1% 5.1%
2013 39.1% 10.5% -0.2% 17.7% 7.1%
2012 19.1% 11.9% -6.2% 7.9% 5.2%
2011 -7.6% 3.3% 0.1% -17.7% 8.7%
2010 23.6% 2.6% -7.9% 13.3% 15.5%
2009 47.3% -11.3% 30.9% 21.4% 4.5%
2008 -47.5% -7.4% -3.2% -14.6% -31.5%
2007 6.6% 7.7% 8.3% -2.6% -6.2%
2006 31.2% 12.4% -0.7% 1.8% 15.5%
2005 10.6% 1.8% -0.9% 7.7% 1.7%
2004 26.3% 9.1% 1.9% -2.2% 16.1%
2003 40.1% -5.9% 18.2% 9.8% 14.8%
2002 -3.1% 7.7% 2.3% -17.6% 6.7%
2001 5.4% -1.8% 6.3% -14.0% 17.3%
2000 1.9% 14.1% -3.2% -1.7% -6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date22/10/1997
  • Share Class size36Mn
  • Base currencyAUD
  • ISIN AU60LAZ00027

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.87%
  • Initial investment0

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