Lazard Managed Balanced Fund

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Lazard Managed Balanced Fund A Inc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.08945

arrow-up£0.006 (+0.26%)

Fund Code

LZMBI

3159578

GB0031595787

Prices updated as at 28 Mar 2025
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Prices in GBP
Investment objective
The objective of the Sub-Fund is to deliver income and capital growth. The Sub-Fund will invest in a diversified portfolio of equities and bonds. The Sub-Fund will typically invest between 40% - 85% in equities. The portfolio of the Sub-Fund consists of three core components: UK Equity Diversified, Global Equity Select and UK Aggregate Bond.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth chart of 1,000

Created with Highcharts 7.2.22020202120222023202420258001000120014001600
Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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