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Professional Investors
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| UK Onshore Fund Range |
| Fund Overview |
| Literature |
| Management Team Profile |
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| The Lazard UK Alpha Fund is designed to be a high performance product but has careful and rigorous risk controls in place. It is managed on a bottom-up stock selection basis using the Lazard global research platform and proprietary valuation models. Fund Objective To achieve long-term capital growth by investing in a concentrated portfolio of UK equities. Fund Performance Target To outperform the FTSE All-Share Index by 3% per annum (gross of fees) on a rolling 3 to 5 year basis. |
| Past performance should not be taken as guide to future returns. The Lazard UK Alpha Fund is a sub-fund of Lazard Investment Funds – a UK based open ended investment company (OEIC). Investors are reminded that the value of shares and income from them can go down as well as up and they may not get back the full amount invested. In view of the concentrated nature of the portfolio, the level of risk is expected to be higher than a broader based fund. The Authorised Corporate Director of the Fund is Lazard Fund Managers Limited, which is authorised and regulated by the Financial Services Authority. The information provided should not be considered a recommendation or solicitation to purchase, retain or sell any particular security. |
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This site is issued and approved in the UK by Lazard Asset Management Limited, authorised and regulated by the Financial Services Authority. Please refer to Legal Notice for further details.
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