Lazard Convertible Global RC H-USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 30.3 | -0.5 | -10.4 | 3.6 | -1.8 | |
+/-Cat | 15.7 | -2.1 | -5.8 | 2.0 | -4.0 | |
+/-B’mrk | - | - | - | - | - | |
Category: Convertible Bond - Global, USD Hedged | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 28/05/2024 | USD 229.77 | |
Day Change | -0.02% | |
Morningstar Category™ | Convertible Bond - Global, USD Hedged | |
ISIN | FR0013429396 | |
Fund Size (Mil) 28/05/2024 | EUR 3132.31 | |
Share Class Size (Mil) 28/05/2024 | USD 6.79 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 15/05/2024 | 1.55% |
Investment Objective: Lazard Convertible Global RC H-USD |
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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Arnaud Brillois 01/02/2008 | ||
Inception Date 05/07/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE Global Focus Convertible Hedged EUR | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Lazard Convertible Global RC H-USD | 30/04/2024 |
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