Lazard's Dividend Lowvol SRI objective is to achieve, following an SRI investment approach, a performance greater than the Euro Stoxx Index with net dividends reinvested, with a lower volatility, based on a minimum investment term of five years. In other words, the fund is aiming to enhance equity returns and minimise portfolio volatility, by means of: selection of companies with sustainable and growing dividends, solid financial structures and opportunities for cash-flow reinvestments; use of a proprietary and quantitatively based approach to obtain an ex-ante target volatility at least 25% lower than the benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 6,73 3 anni: 3,29 5 anni: 3,06 Inizio: 4,02 2025: 1,44 2024: 6,07 2023: 7,97 2022: -5,27 2021: 17,11
Rendimento annuo: Categoria 1 anno: 12,81 3 anni: 2,58 5 anni: 4,67 Inizio: - 2025: 1,94 2024: 4,79 2023: 13,77 2022: -15,27 2021: 21,85
Rendimento annuo: Percentile 1 anno: 48,00 3 anni: 33,00 5 anni: 64,00 Inizio:- 2025: 48,00 2024: 48,00 2023: 83,00 2022: 13,00 2021: 73,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 10,86 3 Sharpe Ratio: 0,10 5 Correlazione: 90,98 Beta: 0,65 Alfa: -1,14 Tracking error: 6,94 Info Ratio: -0,26
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Flex-Cap Equity. Data: 2025-01-15
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Flex-Cap Equity. Data: 2025-01-15