Lazard US Equity Concentrated Fund

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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

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

Last buy/sell price

£200.8078

arrow-down£-3.561 (-1.74%)

Fund Code

LZUCA

BDC5DB5

IE00BDC5DB54

Prices updated as at 12 Dec 2025

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 15â€“35 companies with market capitalizations generally greater than $350 million.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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

01 Dec 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

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