Lazard Managed Balanced A Acc (0P0000K9HJ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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296.43+1.39 (+0.47%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.80%
5-year average return4.23%
Number of years up12
Number of years down3
Best 1-yr total return (3 Jul 2024)17.92%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return17.92%
Worst 3-yr total return2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K9HJ.LCategory
YTD5.09%0.00%
1-month0.86%0.00%
3-month5.28%0.00%
1-year11.27%0.00%
3-year2.28%0.00%
5-year5.28%0.00%
10-year6.49%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K9HJ.LCategory
2024
N/AN/A
2023
8.04%N/A
2022
-11.51%N/A
2021
13.36%N/A
2020
6.90%N/A
2019
17.14%N/A
2018
-5.74%N/A
2017
12.89%N/A
2016
15.15%N/A
2015
1.95%N/A
2014
7.05%N/A
2013
17.16%N/A
2012
12.74%N/A
2011
-1.14%N/A
2010
13.51%N/A
2009
17.92%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.24%N/AN/AN/A
20233.29%-1.16%0.63%5.16%
2022-3.53%-8.50%-5.55%6.14%
20212.57%4.84%2.57%2.78%
2020-13.81%12.39%1.22%9.03%
20198.59%5.03%2.58%0.12%
2018-4.54%7.04%0.88%-8.56%
20174.45%0.99%2.11%4.81%
20160.00%3.94%8.66%1.95%
20154.85%-3.14%-4.72%5.36%
2014-0.52%1.61%1.67%4.17%
20139.39%-1.77%3.88%4.96%
20127.57%-2.88%5.06%2.71%
20110.25%0.87%-9.05%7.49%
20106.65%-8.08%9.02%6.21%
2009-8.37%8.09%17.04%1.72%

Rank in category (by total return)

YTD32
1-month48
3-month6
1-year41
3-year56
5-year43

Load adjusted returns

1-year9.04%
3-year1.60%
5-year4.86%
10-year6.27%