Lazard Convertible Global TC EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 33.3 | -2.6 | -12.8 | 4.0 | -3.2 | |
+/-Cat | 11.7 | -1.3 | -4.8 | 1.7 | -3.6 | |
+/-B’mrk | 2.3 | -4.6 | -4.1 | -2.1 | -3.9 | |
Category: Convertible Bond - Global | ||||||
Category Benchmark: Refinitiv Global CB TR USD |
Key Stats | ||
NAV 16/05/2024 | EUR 267.56 | |
Day Change | 0.30% | |
Morningstar Category™ | Convertible Bond - Global | |
ISIN | FR0013305950 | |
Fund Size (Mil) 16/05/2024 | EUR 3180.73 | |
Share Class Size (Mil) 16/05/2024 | EUR 10.74 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 15/05/2024 | 0.85% |
Investment Objective: Lazard Convertible Global TC 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 30/01/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE Global Focus Convertible Hedged EUR | Refinitiv Global CB TR USD |
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Portfolio Profile for Lazard Convertible Global TC EUR | 30/04/2024 |
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