Lazard Global Equity Income Fund C Acc

Category Global Equity Income

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.74657

arrow-up£0.023 (+0.86%)

Fund Code

LZGBA

B7VB8X9

GB00B7VB8X97

Prices updated as at 26 Sep 2024

Prices in GBP

Investment objective

The Sub-Fund aims to provide income over the long term. The Sub-Fund also seeks to outperform the MSCI All Country World Index over rolling 5 year periods, after the deduction of charges. The Sub-Fund will invest at least 70% in global equities and equity related securities, including common and preferred stock and depositary receipts.

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.

Company name

Lazard Fund Managers Limited

Fund launch date

29 Oct 2007

Domicile

United Kingdom

UCITS

Yes

Fund manager

Kyle Waldhauer

Manager start date

29 Oct 2007

Fund manager biography

Kyle Waldhauer, a Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s Global Equity Select team. Mr. Waldhauer began working in the investment field in 1994 and joined the Investment Manager in 1998. Kyle was a financial representative at Fidelity Investments. He has a BS in Economics and Finance from Southern New Hampshire University.

Fund manager

Ronald Temple

Manager start date

20 Aug 2015

Fund manager biography

Ronald Temple is a Managing Director and Co-Head of Multi-Asset and Head of US Equity. In this role, Ron is responsible for overseeing the firm's multi-asset and US equity strategies as well as several global equity strategies. He is also a Portfolio Manager/Analyst on various US and global equity teams. He joined Lazard in 2001 with ten years of global experience including fixed-income derivative trading, risk management, corporate finance and corporate strategy. Ron has an MPP from Harvard University and graduated magna cum laude with a BA in Economics & Public Policy from Duke University.

Head office

50 Stratton Street,

London

United Kingdom

W1J 8LL

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