Lazard US Equity Concentrated Fund

Select share classes
There is only one type of share class for this fund.

Lazard US Equity Concentrated Fund C Acc GBP

Category US Large-Cap Blend Equity
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£182.328

arrow-down£-0.605 (-0.33%)

Fund Code

LZUCA

BDC5DB5

IE00BDC5DB54

Prices updated as at 18 Apr 2024
|
Prices in GBP
Investment objective
The Fund is an all-cap, concentrated fund that seeks long-term capital appreciation. It is benchmark agnostic, seeking to outperform any broad-based US index (i.e., S&P 500 Index, Russell 1000 Index, Russell 3000 Index) by investing in financially productive (e.g., high return on equity, free cash flow, cash flow return on investment) companies across the market capitalization spectrum, employing intensive fundamental analysis and accounting validation to identify investment opportunities. The Fund typically invests in 15–35 companies with market capitalizations generally greater than $350 million.
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 (Ireland) Ltd
Fund launch date
25 Feb 2016
Domicile
Ireland
UCITS
Yes
Fund manager
Martin Flood
Manager start date
25 Feb 2016
Fund manager biography
Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John's University.
Fund manager
Christopher Blake
Manager start date
25 Feb 2016
Fund manager biography
Christopher H. Blake, a Managing Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s US Equity Concentrated team. Mr. Blake joined the Investment Manager in 1995, when he began working in the investment field as a research analyst for the Investment Manager. He has a BSBA in Finance from the University of Denver.
Head office
IDA Business Park
Drinagh
Ireland
Got a question?
Get in touch
we're here to help:
+44 (0)353 534 9888
Mon-Fri 8am to 6pm

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.