Lazard Diversified Return Fund

Overview

Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Lazard Asset Management
Portfolio Manager Jai Jacob
Fund Currency USD
Fund AUM $70.1m
Fund AUM (GBP) £52m
Fund AUM as of 30 April 2018
Max Gearing / Exposure 130%
Fund Inception 07 December 2016
Fund Indices AH Multi Asset UCITS Index

Fund Objective

The primary objectives of the Lazard Diversified Return Fund is to protect capital by limiting volatility to a range of 4-8%. Additionally, the fund aims to generate returns of LIBOR + 3-5% p.a over a market cycle.

Reference Index

3m USD LIBOR

Teaser@2x

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