Lazard Convertible Global T H-EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 40.2 | -7.8 | -17.6 | 5.7 | -5.3 | |
+/-Cat | 17.6 | -1.5 | -5.1 | 2.7 | -3.5 | |
+/-B’mrk | 1.0 | -3.5 | -3.3 | -2.2 | -3.6 | |
Category: Convertible Bond - Global, EUR Hedged | ||||||
Category Benchmark: Refinitiv Global Hgd CB TR EUR |
Key Stats | ||
NAV 16/05/2024 | EUR 230.07 | |
Day Change | 0.40% | |
Morningstar Category™ | Convertible Bond - Global, EUR Hedged | |
ISIN | FR0013311438 | |
Fund Size (Mil) 16/05/2024 | EUR 3180.73 | |
Share Class Size (Mil) 16/05/2024 | EUR 31.88 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 15/05/2024 | 0.90% |
Investment Objective: Lazard Convertible Global T H-EUR |
Lazard Convertible Global seeks to outperform the Refinitiv (ex Thomson Reuters) Global Focus Convertible Index, over a minimum recommended investment period of five years, and benefit from the convexity and asymmetry of international convertible bonds. To achieve this objective, the SICAV is actively managed using a fundamental approach comprising several analysis phases: study of the economic environment with market expectations produced by the Economic Strategy department, financial analysis of companies issuing bonds and of underlying equities and analysis of the technical features of issuance contracts. |
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Management | ||
Manager Name Start Date | ||
Arnaud Brillois 01/02/2008 | ||
Inception Date 21/02/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE Global Focus Convertible Hedged EUR | Refinitiv Global Hgd CB TR EUR |
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Portfolio Profile for Lazard Convertible Global T H-EUR | 30/04/2024 |
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