Lazard Multicap UK Income Fund

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Lazard Multicap UK Income Fund A Inc

Category UK Equity Income

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£7.79094

arrow-up£0.011 (+0.14%)

Fund Code

LZIII

0847025

GB0008470253

Prices updated as at 15 Dec 2025

Prices in GBP

Investment objective

The objective of the Sub-Fund is to achieve income combined with capital growth. The Sub-Fund will invest at least 70% in the shares of UK companies, being those which are incorporated, domiciled or conduct a significant portion of their business in the UK. The Sub-Fund will not be restricted in respect of choice of investments by company size or industry.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Lazard Fund Managers Limited

Fund launch date

31 Mar 1971

Domicile

United Kingdom

UCITS

Yes

Fund manager

Alan Clifford

Manager start date

29 Oct 2008

Fund manager biography

Alan Clifford is a Portfolio Manager on our UK Equity Team, specifically responsible for managing UK Small Cap Equity portfolios. He joined Lazard Asset Management Limited in December 2002 having spent the previous 10 years within the UK Small Cap portfolio management team of Legal & General Investment Management and prior to that in an accountancy role. Alan achieved the AIIMR qualification in 1994 and is an Associate of the Chartered Institute of Management Accountants.

Fund manager

Aaron Barnfather

Manager start date

30 Sep 2023

Fund manager biography

Aaron Barnfather is a senior portfolio manager and leads the portfolio management team in London who are responsible for the management of European equities. He began working in the investment field in 1994. Prior to joining Lazard in 2008, Aaron was a Senior Portfolio Manager and lead manager on Newton Investment Management’s pan-European portfolios, launching the Newton European Higher Income fund in 2007. Prior to Newton, he held positions at Royal & Sun Alliance Investment Management on the UK, International and European Equity teams. He has a BA in Business Studies from the University of East London and an MSc in Investment Analysis from Stirling University. Aaron is a member of the UK Society of Investment Professionals (UKSIP).

Head office

50 Stratton Street,

London

United Kingdom

W1J 8LL

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