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Lazard Pan-European Small Cap EUR Inst Acc

Ranked 58 out of 227 in - European Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Edward Rosenfeld

Objective

The Fund will seek to achieve its investment objective primarily through investment in the equity and equity-related securities (namely, common and preferred stock, Convertible Securities, warrants and rights) of European smaller companies, being generally companies within the market capitalisation range of the MSCI Europe Small Cap Index. The securities in which the Fund will invest will primarily be quoted or traded on Regulated Markets in Europe.

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 7.4% 13.6% 11.0%
2016 -7.8% -3.6% -6.8% 7.9% -4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. Luxembourg
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date01/12/2015
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN IE00BYQF5G74

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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