Lazard Global Thematic Fund A Dist USD
ISIN: IE0033830989
Categoria Morningstar: Global Large-Cap Growth Equity
Società: Lazard Fund Managers
The Fund is a long-only, style-agnostic investment discipline focusing on long-term investment returns. The Fund is designed to benefit from structural change and disruption in industries and companies anywhere in the world. The strategy integrates a Sustainability Framework for assessing multiple aspects of business risk, including ESG inputs.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 5,90 | 3 anni: 7,25 | 5 anni: 11,55 | Inizio: 8,40 | 2025: 0,82 | 2024: 9,97 | 2023: -11,76 | 2022: 26,20 | 2021: 11,38 |
| Rendimento annuo: Categoria | 1 anno: 20,41 | 3 anni: 6,07 | 5 anni: 10,66 | Inizio: - | 2025: 8,46 | 2024: 18,79 | 2023: -22,48 | 2022: 22,14 | 2021: 17,10 |
| Rendimento annuo: Percentile | 1 anno: 92,00 | 3 anni: 40,00 | 5 anni: 47,00 | Inizio:- | 2025: 93,00 | 2024: 88,00 | 2023: 4,00 | 2022: 35,00 | 2021: 12,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 13,49 | 3 Sharpe Ratio: 0,06 | 5 Correlazione: 94,06 | Beta: 0,83 | Alfa: -0,33 | Tracking error: 6,47 | Info Ratio: -0,06 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2024-01-29
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2024-01-29