The Lazard Global Equity (Ex-Australia) Strategy seeks to achieve total returns (includes income and capital appreciation and before the deduction of fees and taxes) that exceed those of the MSCI World ex Australia Index with net dividends reinvested by 3% per annum over rolling three-year periods.

The investment strategy is to provide investors with access to investments in companies in any geographical location excluding Australia. The Strategy aims to meet its investment objective through bottom-up stock selection. The Global Equity (Ex-Australia) Team seeks to create value in this way by assessing the trade-off between a company’s valuation and its financial productivity.