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Lazard Patrimoine SRI PD EUR - FR0013135472
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: FR0013135472 | Benchmark dichiarato: 20% MSCI ACWI NR EUR, 80% ICE BofA EUR Brd Mkt TR EUR |
| Prezzo/Nav al 23/12/2024: 1.204,45 EUR | Benchmark Morningstar: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
| Investimento minimo: 1,00 EUR | Società di Gestione: Lazard |
| Categoria Morningstar: Bilanciati Prudenti EUR - Globali | Valuta: EUR |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 2,50% |
| Commissione di uscita massima | 0,00% |
| Commissione di gestione | 0,76% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 3,07% | 5,75% |
| Rendimento 1 anno % | 2,65% | 5,97% |
| Rendimento 3 anni % | 1,30% | -0,07% |
| Rendimento 5 anni % | 2,73% | 1,07% |
| Rendimento 10 anni % | ND | 1,65% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Lazard Patrimoine SRI PD EUR al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Bilanciati Prudenti EUR - Globali.
- AcomeA Strategia Moderata A1 - IT0005506354
- AcomeA Strategia Moderata A2 - IT0005506362
- Allianz Better World Defensive AT EUR - LU2364420716
- Allianz Capital Plus Global C EUR - LU2337294263
- Allianz Capital Plus Global CT EUR - LU2337294347
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- Allianz Dyn MltAst Stgy SRI15 A EUR - LU1089088071
- Allianz Dyn MltAst Stgy SRI15 AQ EUR - LU1377963175
- Allianz Dyn MltAst Stgy SRI15 AT EUR - LU1548496022
- Allianz Dyn MltAst Stgy SRI15 CT EUR - LU1304665919
- Amundi Fds Euro MA Trgt Inc E2 EUR QTI D - LU1882475558
- Amundi Fds Euro MA Trgt Inc G2 EUR QTI D - LU1882475632
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- Amundi Fds Global MA Cnsrv E2 EUR C - LU1883329606
- Amundi Fds Global MA Cnsrv F EUR C - LU1883329788
- Amundi Fds Global MA Cnsrv G EUR C - LU1883329861
- Amundi Fds Global MA Cnsrv G EUR QTD D - LU1883329945
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- CT (Lux) Sust Mul Ast Inc R Inc EUR - LU2051395320
- CompAM SB Bond B EUR Acc - LU0620021583
- CPR Invest Defensive A Acc - LU1203018533
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- CPR Invest Smart Trends A EUR Acc - LU1989771529
- CPR Invest Smart Trends F EUR Acc - LU1989771958
- DPAM L Global Target Income A - LU1091780046
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- DPAM L Patrimonial A - LU0574765755
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- DPAM L Patrimonial W - LU0966595638
- DWS Concept DJE Alpha Renten Global LC - LU0087412390
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- DWS Invest Conservative Opps LD - LU2034326236
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- Etica Rendita Bilanciata R - IT0005117533
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- Eurizon AM Sicav Obiettivo Stabilità R - LU1412705086
- Eurizon Conservative Allc R EUR Acc - LU1090960755
- Eurizon Conservative Allc RD EUR Inc - LU1090960839
- Eurizon Global Cautious Allc R EUR Acc - LU2629377982
- Eurizon Manager Selection MS 10 - LU0256011734
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- Fidelity Glb MA Dfsv A-Dis-EUR - LU0413543991
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- Fidelity Glb MA Dfsv E-Acc-EUR - LU0393653240
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- Franklin Dvrs Cnsrv A(acc)EUR - LU1147470683
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- GP&G Fund Valore RX - LU0364482538
- GS Patrimonial Def-X Cap EUR - LU0121217334
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- LO Funds All Roads Conservative EUR PA - LU1514035655
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- Mediobanca Global Multimanager 15 C - IT0005342305
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- Natixis Conservative Risk Prty R/D EUR - LU0935227701
- Natixis Conservative Risk Prty RE/A EUR - LU0935227883
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- Nordea 1 - Balanced Income Fd BP EUR - LU0634509953
- Pictet-Multi Asset Global Opps R dm EUR - LU1116037828
- Pictet-Multi Asset Global Opps R EUR - LU0941349275
- Dachfonds Südtirol R VT - AT0000A0KR10
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- Raiffeisen-Portfolio-Solide VT - AT0000A1GVC7
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- Riverfield AllRounder A EUR - LU0553142414
- Robeco Sustainable Income Allc B € Inc - LU2776675170
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- Schroder ISF Glbl MA Bal A Acc EUR - LU0776414087
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- UBS (Lux) SS Income Sst (EUR) P-acc - LU0994951464
- UBS (Lux) SS Income Sst (EUR) P-dist - LU0994669793
- UBS (Lux) SS Xtra Yield (EUR) P-acc - LU1059709862
- UBS (Lux) SS Xtra Yield (EUR) P-dist - LU1060236970
- UniRak Nachhaltig Konservativ A - LU1572731245
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- Vontobel Multi Asset Defensive B EUR - LU1700372789
- Vontobel Multi Asset Defensive C EUR - LU1737595923
- Vontobel Multi Asset Defensive H CHFH - LU1767066860
- Vontobel Multi Asset Defensive H USDH - LU1767066944
- 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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