Lazard Dividend LowVol SRI C

ISIN: FR0010586024

Categoria Morningstar: Eurozone Flex-Cap Equity

Società: Lazard Fund Managers

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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 2,72 3 anni: 6,66 5 anni: 4,50 Inizio: 3,89 2024: 1,81 2023: 7,97 2022: -5,27 2021: 17,11 2020: -8,96
Rendimento annuo: Categoria 1 anno: 5,40 3 anni: 4,81 5 anni: 4,36 Inizio: - 2024: 0,63 2023: 13,77 2022: -15,27 2021: 21,85 2020: -1,07
Rendimento annuo: Percentile 1 anno: 68,00 3 anni: 38,00 5 anni: 70,00 Inizio:- 2024: 45,00 2023: 83,00 2022: 13,00 2021: 73,00 2020: 77,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,81 3 Sharpe Ratio: 0,58 5 Correlazione: 92,89 Beta: 0,69 Alfa: 0,03 Tracking error: 6,52 Info Ratio: -0,40
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Flex-Cap Equity. Data: 2024-02-20
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Flex-Cap Equity. Data: 2024-02-20