Lazard Patrimoine SRI PC EUR
ISIN: FR0012355113
Categoria Morningstar: EUR Cautious Allocation - Global
Società: Lazard Fund Managers
Lazard Patrimoine SRI is a multi-asset class, international fund that aims to outperform the composite benchmark index, net of fees, over a recommended investment horizon of three years. Applying a socially responsible approach, our investment strategy is based on an original approach, combining fundamental and quantitative analysis in order to build a flexible moderate allocation (equities 0%-40%, interest rate sensitivity -5 ;+10) to adapt quickly to changing market conditions within a controlled risk framework.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 1,09 | 3 anni: 0,30 | 5 anni: 2,42 | Inizio: 2,87 | 2024: -0,33 | 2023: -0,09 | 2022: 0,94 | 2021: 5,82 | 2020: 3,10 |
| Rendimento annuo: Categoria | 1 anno: 5,50 | 3 anni: -0,83 | 5 anni: 0,88 | Inizio: - | 2024: 0,81 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 | 2020: 1,53 |
| Rendimento annuo: Percentile | 1 anno: 99,00 | 3 anni: 26,00 | 5 anni: 7,00 | Inizio:- | 2024: 94,00 | 2023: 99,00 | 2022: 1,00 | 2021: 23,00 | 2020: 29,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 4,49 | 3 Sharpe Ratio: -0,10 | 5 Correlazione: 37,95 | Beta: 0,28 | Alfa: 0,07 | Tracking error: 6,12 | Info Ratio: 0,25 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2024-04-17
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2024-04-17