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Lazard UK Omega Fund A Acc (0P0000HKIH.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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351.41+0.08 (+0.02%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.82%
5-year average return5.51%
Number of years up11
Number of years down5
Best 1-yr total return (25 Jun 2024)36.69%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return36.69%
Worst 3-yr total return-2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000HKIH.LCategory
YTD8.58%0.00%
1-month1.53%0.00%
3-month9.28%0.00%
1-year12.75%0.00%
3-year6.39%0.00%
5-year6.16%0.00%
10-year5.76%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000HKIH.LCategory
2024
N/AN/A
2023
10.67%N/A
2022
-2.67%N/A
2021
14.70%N/A
2020
-5.99%N/A
2019
16.32%N/A
2018
-14.54%N/A
2017
13.10%N/A
2016
16.09%N/A
2015
1.71%N/A
2014
4.64%N/A
2013
28.67%N/A
2012
22.64%N/A
2011
-9.47%N/A
2010
20.90%N/A
2009
36.69%N/A
2008
-35.45%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.21%N/AN/AN/A
20237.44%-0.57%1.69%1.88%
2022-0.83%-7.60%-3.88%10.50%
20215.59%5.08%1.43%1.92%
2020-27.87%12.97%-1.58%17.23%
20198.99%2.59%-0.01%4.04%
2018-5.99%7.16%-1.79%-13.63%
20173.21%0.78%2.70%5.89%
2016-1.30%1.89%9.48%5.45%
20156.56%-1.14%-5.92%2.62%
2014-1.48%1.65%0.69%3.77%
201310.22%-0.91%8.95%8.12%
201213.92%-4.10%5.41%6.50%
20110.35%0.03%-18.28%10.36%
20108.24%-10.13%13.19%9.80%
2009-2.43%14.62%22.61%-0.31%
2008-9.99%-8.68%-10.17%-12.58%

Rank in category (by total return)

YTD40
1-month80
3-month59
1-year69
3-year66
5-year51

Load adjusted returns

1-year10.50%
3-year5.68%
5-year5.73%
10-year5.54%