Lazard Managed Balanced Fund

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Lazard Managed Balanced Fund A Inc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.07841

arrow-up£0.005 (+0.22%)

Fund Code

LZMBI

3159578

GB0031595787

Prices updated as at 14 May 2024
|
Prices in GBP
Investment objective
The objective of the Sub-Fund is to deliver income and capital growth. The Sub-Fund will invest in a diversified portfolio of equities and bonds. The Sub-Fund will typically invest between 40% - 85% in equities. The portfolio of the Sub-Fund consists of three core components: UK Equity Diversified, Global Equity Select and UK Aggregate Bond.
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
01 Jun 1999
Domicile
United Kingdom
UCITS
Yes
Fund manager
Benjamin Boehme
Manager start date
01 Jan 2017
Fund manager biography
Fund manager
Louis Florentin-Lee
Manager start date
30 Jun 2017
Fund manager biography
Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst of Lazard Asset Management on various global equity teams, International Compounders and US Equity Select. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics.
Head office
50 Stratton Street,
London
United Kingdom
W1J 8LL
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