Lazard UK Omega C Acc


Fund Info

  • Yield History3.19%
  • 3 Year sharpe0.61
  • 3 Year alpha-1.39
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • SectorUK All Companies
  • Manager GroupLazard
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Sub-Fund is to achieve long-term capital growth through a portfolio of primarily UK listed securities. Investment may also be made in securities of companies with significant sources of profit from or close economic links with the UK. The fund will normally hold a concentrated portfolio with an objective of achieving an absolute return. There will be no direct connection to any specific index although comparison is made against the FTSE All Share for reporting purposes.