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Lazard Global Listed Infrastructure Equity Class A - Accumulation (GBP)

Sell:270.36p Buy:270.36p Change: 1.04p (0.39%)
Prices as at 24 December 2024
Sell:270.36p
Buy:270.36p
Change: 1.04p (0.39%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 24 December 2024
Sell:270.36p
Buy:270.36p
Change: 1.04p (0.39%)
Prices as at 24 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return -7.77% 19.41% 0.07% 9.21% 5.24%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Warryn Robertson
Manager start date: 1 October 2005
Manager located in: Sydney

Warryn is a Portfolio Manager/Analyst with Lazard Asset Management Pacific in Sydney, Australia and has been working in the investment field since 1992. Prior to joining Lazard in April 2001, Warryn was an Associate Director at Capital Partners. Previously, Warryn worked at PriceWaterhouseCoopers Corporate Finance. Warryn holds an MBA from the Melbourne Business School (Melbourne University) and a B.Comm, University of Canberra.

manager photo
Manager Name: John Mulquiney
Manager start date: 1 October 2005
Manager located in: Sydney

John is a portfolio manager/analyst with Lazard Asset Management Pacific in Sydney, Australia and has been working in the investment field since 1997. Prior to joining Lazard in August 2005, John worked at Tyndall Australia and in the Asset and Infrastructure Group at Macquarie Bank, where he undertook transactions and developed valuation models for airports, electricity generators, rail projects and health infrastructure. Most recently John spent four years at Nanyang Ventures, an early expansion venture capital fund. John holds a PhD from the Australian National University, and a BA (Hons) from Sydney University. He is a Chartered Financial Analyst.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account