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, lazard select australian equity.

It is a high conviction portfolio with high active share and low beta characteristics over time. If you are a financial adviser and wish to obtain a copy of the Zenith Product Assessment or the Lonsec Fund Review for this Fund, please contact us at adviserqueries lazard. Primary Benchmark. Distribution Date. March, June, September, December. Minimum Investment.

Lazard select australian equity

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. 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. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance. Looks you are already a member.

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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. Systems - the investment professionals have access to investment and risk management systems and processes to which ordinary investors usually do not have access. Access to investments - multiple investors are pooled into a relatively large Fund which provides investors with access to investment opportunities and diversity which they usually can't achieve by investing on their own.

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Lazard select australian equity

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. Primary Benchmark. Distribution Date. Minimum Investment. The performance quoted represents past performance.

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Prior to joining Lazard in Sign up for free. How to Invest. Morningstar manager research methodology. Purchase order. Investing for kids. Liquidity - investors have timely access to their investment and are normally provided with daily Fund valuations daily unit prices. Active Australian Equity Funds. Upcoming Dividends. Dividend payments in the coming 90 days. Emerging Market Equity Funds. How to invest.

The strategy invests primarily in companies among the largest listed on the Australian Stock Exchange. The strategy is focused on a highly concentrated portfolio that will generally range between 12 and 30 of our "best ideas" chosen for their potential to deliver large absolute returns over the long term. By contrast with the more diversified Lazard Australian Equity strategy, the Lazard Select Australian Equity strategy places less emphasis on benchmark risk control in the portfolio construction process.

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