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
£183.731
£1.707 (+0.94%)
Fund Code
LZUCA
BDC5DB5
IE00BDC5DB54
Prices updated as at 22 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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Martin Flood, Jay Levy, Christopher Blake |
190.85 | |
164.54 | |
Fund comparative index | S&P 500 NR USD |
North America | |
- | |
0.88 | |
0.10 | |
0.00 | |
US Large-Cap Blend Equity | |
No | |
Fund provider | Lazard Fund Managers (Ireland) Ltd |
Share class launch date | 07 Dec 2016 |
£139.05m | |
- | |
0.00 | |
- | |
- |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.