Lazard specialized on institutional investors. In Germany, the traditional investment vehicle is the segregated fund (“Spezialfonds”). The relevance of mutual funds for these investors increased over the last few years and will increase further. The feasibility to participate in non-traditional asset classes even with relatively small amounts will support the growing demand for mutual funds. They can play a prominent role within core-satellite strategies. Mutual funds improve the diversification effects especially in a company’s own asset management. With Lazard-managed mutual funds, umbrella funds and fund-based asset managers find attractive investment opportunities.

The Lazard-managed mutual funds duplicate the investment strategies of the institutional investment concepts as far as possible. Regardless of the vehicle, all investment concepts aim to achieve a risk-adjusted return that is consistently higher than the competition’s and the market’s average.

Due to our focus on asset management, we do not have a retail distribution network and do not offer fund savings plans. As a private investor, you can buy our mutual funds via numerous banks and savings banks.

Do not hesitate to contact us if there are further questions:

For further information or for the sales prospectus to these funds, click here.