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 |
2023 |
2022 |
2021 |
2020 |
2019 |
| Rendimento annuo: Fondo |
1 anno: -2,29 |
3 anni: 2,64 |
5 anni: 2,17 |
Inizio: 2,64 |
2023: -3,94 |
2022: 0,94 |
2021: 5,82 |
2020: 3,10 |
2019: 8,60 |
| Rendimento annuo: Categoria |
1 anno: 1,09 |
3 anni: -0,92 |
5 anni: 0,12 |
Inizio: -
| 2023: 2,38 |
2022: -10,93 |
2021: 3,85 |
2020: 1,53 |
2019: 7,49 |
| Rendimento annuo: Percentile |
1 anno: 45,00 |
3 anni: 3,00 |
5 anni: 3,00 |
Inizio:-
| 2023: 100,00 |
2022: 1,00 |
2021: 23,00 |
2020: 29,00 |
2019: 37,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 4,82 |
3 Sharpe Ratio: 0,62 |
5 Correlazione: 28,28 |
Beta: 0,24 |
Alfa: 3,55 |
Tracking error: 6,46 |
Info Ratio: 0,79 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2023-09-19
