Lazard UK Smaller Companies C Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.96%
  • 3 Year sharpe0.64
  • 3 Year alpha0.19
  • Distribution Typeincome
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.11%
  • IA SectorUK Smaller Companies
  • Manager GroupLazard
  • DomicileUnited Kingdom
  • ISINGB00B7J7S065

Investment Strategy

The objective of the Sub-Fund is to achieve capital growth, over a rolling 5 year period, net of fees at a rate greater than that of the Numis Smaller Companies ex Investment Companies Index. The Sub-Fund will invest at least 80% in equity and equity-related securities (namely, common and preferred stock - including securities subject to an initial public offering - convertible securities, warrants and rights) of companies that are domiciled, incorporated or have a significant portion of their business in the UK. The Sub-Fund will invest at least 80% of its assets in UK companies which form part of the bottom 10% - by market capitalisation - of the UK market.

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