Lazard select australian equity

It is a high conviction portfolio with high active share and low beta characteristics over time.

The strategy of the Lazard Select Australian Equity W Class managed fund is The investment strategy of the Fund is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range from 12 to 30 which means Lazard makes active investment decisions as to which stocks the Fund holds. This was made up of a growth return of 0. These returns were calculated as at 29 Feb This was made up of a growth return of 6. This was made up of a growth return of 5.

Lazard select australian equity

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The significant features of the Fund are that it has a professionally managed active investment strategy and gives investors access to the returns from Australian equities. Investment Return - the Fund aims to achieve a return for investors that meets or exceeds the Fund's stated investment return objective. Expertise - the Fund is managed by a team of investment professionals who have many years of experience managing Australian equity strategies. They also have access to LAM's global investment professionals. Liquidity - investors have timely access to their investment and are normally provided with daily Fund valuations daily unit prices.

The strategy of the Lazard Select Australian Equity W Class managed fund is The investment strategy of the Fund is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range from 12 to 30 which means Lazard makes active investment decisions as to which stocks the Fund holds. This was made up of a growth return of 0. These returns were calculated as at 29 Feb This was made up of a growth return of 6. This was made up of a growth return of 5. This was made up of a growth return of Fund data sourced from Morningstar. Data and content is provided for personal use only.

Lazard select australian equity

The strategy of the Colonial FirstChoice - Lazard Select Australian Equity managed fund is The investment strategy of the option is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range between 12 and 30 depending on Lazard's active investment decisions and assessment of the relative value of the companies. This was made up of a growth return of 0. These returns were calculated as at 29 Feb This was made up of a growth return of 6. This was made up of a growth return of 4. This was made up of a growth return of Fund data sourced from Morningstar. Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures.

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The portfolio management team adheres to a robust relative value investment process, employing bottom-up stock selection to identify companies with strong financial productivity as measured by return on equity that trade at attractive valuations. Morningstar Category 1. Morningstar Style 1.

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