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Lazard UK Omega Fund EA Acc (0P000168YI.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
145.820.00 (0.00%)
At close: 08:00PM GMT

Lazard UK Omega Fund EA Acc

50 Stratton Street,

Management Information
,Lead Manager since March 1, 2005
Alan Clifford is a Portfolio Manager on our UK Equity Team, specifically responsible for managing UK Small Cap Equity portfolios. He joined Lazard Asset Management Limited in December 2002 having spent the previous 10 years within the UK Small Cap portfolio management team of Legal & General Investment Management and prior to that in an accountancy role. Alan achieved the AIIMR qualification in 1994 and is an Associate of the Chartered Institute of Management Accountants.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyLazard Fund Managers Limited
Net Assets287.34M
YTD Return10.62%
Morningstar Rating★★★
Inception DateFeb 25, 2005

Fund Operations

Last Dividend0.03
Last Cap GainN/A
Holdings Turnover246.07%
Average for CategoryN/A

Fees & Expenses

Expense0P000168YI.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A