Lazard Patrimoine SRI PC EUR

ISIN: FR0012355113

Categoria Morningstar: EUR Cautious Allocation - Global

Società: Lazard Fund Managers

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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 2,28 3 anni: 0,39 5 anni: 2,45 Inizio: 2,85 2024: 0,19 2023: -0,09 2022: 0,94 2021: 5,82 2020: 3,10
Rendimento annuo: Categoria 1 anno: 7,93 3 anni: -0,35 5 anni: 1,15 Inizio: - 2024: 3,69 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rendimento annuo: Percentile 1 anno: 99,00 3 anni: 34,00 5 anni: 11,00 Inizio:- 2024: 98,00 2023: 99,00 2022: 1,00 2021: 23,00 2020: 29,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 4,50 3 Sharpe Ratio: -0,32 5 Correlazione: 37,64 Beta: 0,27 Alfa: -0,71 Tracking error: 6,18 Info Ratio: 0,21
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-07-17
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-07-17