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Lazard Patrimoine SRI PC H-USD - FR0013477213
Obiettivo di investimento dichiarato
Lazard Patrimoine SRI is a multi-asset class, international fund that aims to outperform the composite benchmark index, net of fees, over a recommended investment horizon of three years. Applying a socially responsible approach, our investment strategy is based on an original approach, combining fundamental and quantitative analysis in order to build a flexible moderate allocation (equities 0%-40%, interest rate sensitivity -5 ;+10) to adapt quickly to changing market conditions within a controlled risk framework.
Anagrafica e indicatori
| ISIN: FR0013477213 | Benchmark dichiarato: 20% MSCI ACWI NR EUR, 80% ICE BofA EUR Brd Mkt TR EUR |
| Prezzo/Nav al 23/12/2024: 1.316,20 USD | Benchmark Morningstar: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
| Investimento minimo: 1,00 USD | Società di Gestione: Lazard |
| Categoria Morningstar: Bilanciati Prudenti EUR - Globali | Valuta: USD |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 2,50% |
| Commissione di uscita massima | 0,00% |
| Commissione di gestione | 0,82% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 11,18% | 5,75% |
| Rendimento 1 anno % | 10,43% | 5,97% |
| Rendimento 3 anni % | 6,10% | -0,07% |
| Rendimento 5 anni % | ND | 1,07% |
| Rendimento 10 anni % | ND | 1,65% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Lazard Patrimoine SRI PC H-USD al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Bilanciati Prudenti EUR - Globali.
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- AcomeA Strategia Moderata A2 - IT0005506362
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- Vontobel Multi Asset Solution B EUR - LU1481720644
- Vontobel Multi Asset Solution C EUR - LU1481721022
- Zest ARGO R 2 Retail EUR Cap - LU1918811339
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