Lazard select australian equity

The strategy of the Lazard Select Australian Equity W Class managed fund is The investment strategy of the Fund is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value, lazard select australian equity. The number of stocks will generally range from 12 to 30 which means Lazard makes active investment decisions as to which stocks the Fund holds. This was made up of a growth return of 0.

The strategy invests primarily in companies among the largest listed on the Australian Stock Exchange. The strategy is focused on a highly concentrated portfolio that will generally range between 12 and 30 of our "best ideas" chosen for their potential to deliver large absolute returns over the long term. By contrast with the more diversified Lazard Australian Equity strategy, the Lazard Select Australian Equity strategy places less emphasis on benchmark risk control in the portfolio construction process. It is focused on producing strong, absolute returns for investors over the long-term, rather than the more traditional relative return targets. The following information is only appropriate for Professional Investors. By clicking accept, you confirm that you have read the professional Terms of Use and can legally access this content. Long-term outperformance comes from portfolio earnings growth.

Lazard select australian equity

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It is a high conviction portfolio with high active share and low beta characteristics over time. If you are a financial adviser and wish to obtain a copy of the Zenith Product Assessment or the Lonsec Fund Review for this Fund, please contact us at adviserqueries lazard. Primary Benchmark. Distribution Date. March, June, September, December. Minimum Investment. Investments can go up and down.

The strategy of the Colonial FirstChoice - Lazard Select Australian Equity managed fund is The investment strategy of the option is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range between 12 and 30 depending on Lazard's active investment decisions and assessment of the relative value of the companies. This was made up of a growth return of 0. These returns were calculated as at 29 Feb This was made up of a growth return of 6. This was made up of a growth return of 4. This was made up of a growth return of Fund data sourced from Morningstar.

Lazard select australian equity

The portfolio management team adheres to a robust relative value investment process, employing bottom-up stock selection to identify companies with strong financial productivity as measured by return on equity that trade at attractive valuations. Morningstar Category 1. Morningstar Style 1. Primary Benchmark.

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Jason Tin Research Analyst. Adviser Research Centre. Easy filters to find your investment portfolio. Passive Global Fixed Interest Funds. Fund Distributions. Create an Account. Expertise - the Fund is managed by a team of investment professionals who have many years of experience managing Australian equity strategies. Building wealth. Building wealth. Registration for this event is available only to Intelligent Investor members. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. Log in. Fund data sourced from Morningstar. Are You a Professional? Remember me.

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SSE Composite Index. Subscribe to our newsletters. Forgot your Password? Advertise with Us. Passive Global Fixed Interest Funds. Check your inbox. DAX Investing Made Simple. It is a high conviction portfolio with high active share and low beta characteristics over time. Need help planning and finding the right investment portfolio?