Lazard UK Omega Fund

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Lazard UK Omega Fund EA Acc

Category UK Large-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.6016

arrow-up£0.011 (+0.68%)

Fund Code

LZUOA

BZ0XWM9

GB00BZ0XWM94

Prices updated as at 28 Mar 2024
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Prices in GBP

Investment objective
The objective of the Sub-Fund is to achieve capital growth over at least 5 years. The Sub-Fund will invest at least 70% in equity and equity-related securities (namely, common and preferred stock, including securities subject to an initial public offering, convertible securities, warrants and rights) (“Securities”) of companies that are domiciled, incorporated, or which have a significant portion of their business primarily in the UK.

Our view

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This fund offers access to a highly experienced team, good performance track record, combined with a competitive fee structure. The risk management and portfolio construction skills that go into the making of this fund are very strong and ideas generation is fuelled by the broad global analyst resource available at Lazard. The fund is managed as a concentrated best ideas approach, making a 30-stock portfolio. It is differentiated to peers by the fact it has a large cap bias with around 70-80% invested in FTSE 100 stocks. This is a defining feature within UK equity funds which historically have sourced much of their alpha lower down the cap scale. This fund however, has demonstrated value add via stock selection and alpha generation within mega and large caps.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.