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Lazard Investissement PEA-PME A

Ranked 27 out of 204 in - European Small & Medium Companies over 36 months
All calculations are in USD unless stated

Objective

The fund aims to outperform the MSCI Europe Small Cap NR index over the recommended minimum investment period of 5 years. The fund will invest at least 75% of its assets in European equity securities of companies that employ fewer than 5000 employees and have an annual turnover not exceeding EUR 1.5 billion or whose total assets does not exceed EUR 2 billion.

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

Performance

European Small & Medium Companies over : 31/03/2015 - 31/03/2018
  • Rank 27/204 Total Return
  • Rank 77/204 Standard Deviation
  • Rank 48/204 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.4%
2017 44.9% 12.9% 16.6% 6.8% 3.2%
2016 2.5% -1.6% -4.2% 9.4% -0.7%
2015 9.9% 4.3% 0.9% -2.8% 7.4%
2014 -3.2% -12.1% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date31/01/2014
  • Share Class size22Mn
  • Base currencyEUR
  • ISIN FR0011637156

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.01

Charges

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