Lazard Global Listed Infrastructure Equity Fund A Acc GBP

Name
Lazard Global Listed Infrastructure Equity Fund A Acc GBP
Manager
Lazard Fund Managers (Ireland) Ltd
Type
Open Ended Investment Company
ISIN
IE00B5NXD345
Sector
Global
Launched
05/04/2013
OCF
0.97 %
Risk Rating
4
3 Year Sharpe
0.89
3 Year Alpha
4.11
Yield
0 %
Benchmark
MSCI World Core Infrastructure NR USD
The investment objective of the Fund is to aim to achieve over the long term total returns comprising income and capital appreciation.
Holding %
Atlantia SpA 8.45 %
National Grid PLC 8.29 %
Terna SpA 8.00 %
Snam SpA 7.59 %
SES SA DR 6.07 %
Vinci SA 4.88 %
Severn Trent PLC 4.87 %
United Utilities Group PLC 4.87 %
Transurban Group 4.78 %
Norfolk Southern Corp 4.65 %
Region %
Eurozone 54.40 %
United Kingdom 21.92 %
United States 12.73 %
Australasia 10.05 %
Sector %
Utilities 57.11 %
Industrials 32.58 %
Consumer Cyclical 6.07 %
Name
Lazard Fund Managers (Ireland) Ltd
Address
Ireland
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Matthew Landy
Joined 06/30/2015

Matthew Landy—Matthew Landy is a portfolio manager/analyst on the Global Listed Infrastructure and Global Equity Franchise teams. He began working in the investment field in 1995. Prior to joining Lazard in 2006, Landy worked in the private equity industry where he was involved in early stage venture capital in Europe and management buy-out investing in Australia. Previously he was an equity analyst with Tyndall Investment Management covering stocks in the consumer staples, consumer discretionary, and industrial sectors. Landy has a BCom and a BA from Monash University in Melbourne, Australia. Landy has served as a portfolio manager for the Fund since its inception.

John Mulquiney
Joined 02/24/2012

John Mulquiney is a Portfolio Manager/Analyst on the Global Listed Infrastructure and Global Equity Franchise teams. He has been working in the investment field since 1997. Prior to joining Lazard in August 2005, John worked at Tyndall Australia where he covered stocks in various sectors including financials, consumer discretionary, health care and materials. John was also in the Asset and Infrastructure Group at Macquarie Bank, where he undertook transactions and developed valuation models for airports, electricity generators, rail projects and health infrastructure. John holds a PhD from the Australian National University, and a BA (Hons) from Sydney University. He is a CFA® charter holder.

Warryn Robertson
Joined 02/24/2012

Warryn Robertson is a portfolio manager/analyst on the Lazard Asset Management's Global Listed Infrastructure and Global Equity Franchise teams. Prior to joining Lazard Asset Management in April 2001, Mr. Robertson spent three years with Capital Partners, an independent advisory house, where he was an associate director developing business valuations for infrastructure assets and other alternative equity investments including airports, toll roads, timber plantations, power stations and coal mines. Mr. Robertson is a member of the Securities Institute of Australia and the Institute of Chartered Accountants.

Bertrand Cliquet
Joined 02/24/2012

Bertrand Cliquet is a Portfolio Manager/Analyst on the Global Listed Infrastructure and Global Equity Franchise teams. Before joining Lazard in 2004, Bertrand worked for Goldman Sachs International as a Research Analyst. Earlier, he worked in the Mergers and Acquisitions group at Deutsche Bank, focusing on the utility and retail sectors. He also did an internship at Enskilda Securities in Paris, where he worked as an analyst covering the retail sector. Bertrand has been working in the investment field since 1999. He attained a business degree from HEC in Paris, with a major in Finance. Bertrand was awarded the Prize of the "Club Finance International", and the Prize of the HEC Foundation for his thesis on "The deregulation of the European electricity market and its consequences for electricity prices and the strategic positioning of energy companies". Bertrand is fluent in both French and German. He is a CFA® charter holder.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.