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Lazard Managed Equity Fund (0P00001AFO.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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525.83+3.96 (+0.76%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.90%
5-year average return7.45%
Number of years up17
Number of years down4
Best 1-yr total return (23 Apr 2024)26.20%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return26.20%
Worst 3-yr total return5.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00001AFO.LCategory
YTD4.72%0.00%
1-month3.27%0.00%
3-month4.72%0.00%
1-year11.20%0.00%
3-year7.44%0.00%
5-year8.11%0.00%
10-year8.65%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00001AFO.LCategory
2024
N/AN/A
2023
9.38%N/A
2022
-5.63%N/A
2021
20.25%N/A
2020
4.18%N/A
2019
19.46%N/A
2018
-6.17%N/A
2017
13.60%N/A
2016
19.00%N/A
2015
3.56%N/A
2014
6.35%N/A
2013
26.20%N/A
2012
12.28%N/A
2011
-4.95%N/A
2010
15.51%N/A
2009
20.36%N/A
2008
-23.89%N/A
2007
5.53%N/A
2006
11.36%N/A
2005
20.96%N/A
2004
7.18%N/A
2003
11.63%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.72%N/AN/AN/A
20233.01%0.96%0.16%5.01%
2022-2.74%-7.85%0.40%4.88%
20214.82%5.73%3.53%4.80%
2020-19.40%14.14%1.74%11.31%
20199.52%5.93%1.80%1.15%
2018-5.21%9.07%2.31%-11.30%
20174.73%1.07%2.14%5.07%
2016-0.27%5.49%8.47%4.28%
20156.59%-3.80%-5.01%6.32%
2014-1.37%1.14%1.16%5.39%
201312.77%0.24%4.50%6.83%
20128.85%-4.15%5.18%2.31%
2011-0.17%0.46%-12.28%8.05%
20108.23%-10.86%9.64%9.20%
2009-8.76%7.19%19.25%3.21%
2008-9.44%-2.72%-10.10%-3.90%
20070.70%3.86%-0.91%1.83%
20068.31%-4.39%3.02%4.39%
20051.80%4.39%8.08%5.31%
20040.74%1.10%1.36%3.84%
2003-5.41%10.40%1.08%5.74%
20022.88%N/AN/AN/A

Rank in category (by total return)

YTD88
1-month39
3-month88
1-year84
3-year61
5-year72

Load adjusted returns

1-year8.97%
3-year6.71%
5-year7.68%
10-year8.43%