Lazard Patrimoine SRI PC EUR
ISIN: FR0012355113
Categoria Morningstar: EUR Cautious Allocation - Global
Società: Lazard Asset Management
Lazard Patrimoine SRI is a multi-asset class, international fund that aims to outperform the composite benchmark index, net of fees, over a recommended investment horizon of three years. Applying a socially responsible approach, our investment strategy is based on an original approach, combining fundamental and quantitative analysis in order to build a flexible moderate allocation (equities 0%-40%, interest rate sensitivity -5 ;+10) to adapt quickly to changing market conditions within a controlled risk framework.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 2,11 | 3 anni: 1,13 | 5 anni: 4,63 | Inizio: 2,85 | 2025: -0,80 | 2024: 3,03 | 2023: -0,09 | 2022: 0,94 | 2021: 5,82 |
| Rendimento annuo: Categoria | 1 anno: 3,99 | 3 anni: 1,46 | 5 anni: 3,43 | Inizio: - | 2025: -0,28 | 2024: 5,50 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 |
| Rendimento annuo: Percentile | 1 anno: 79,00 | 3 anni: 34,00 | 5 anni: 10,00 | Inizio:- | 2025: 76,00 | 2024: 88,00 | 2023: 99,00 | 2022: 1,00 | 2021: 23,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 4,62 | 3 Sharpe Ratio: 0,02 | 5 Correlazione: 43,56 | Beta: 0,32 | Alfa: 0,47 | Tracking error: 5,95 | Info Ratio: 0,23 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2025-03-24
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2025-03-24