Lazard Multicap UK Income Fund A Acc
|Royal Dutch Shell PLC B||8.55 %|
|BP PLC||6.49 %|
|HSBC Holdings PLC||4.64 %|
|GlaxoSmithKline PLC||4.11 %|
|Unilever PLC||4.03 %|
|Rio Tinto PLC||3.86 %|
|Prudential PLC||3.46 %|
|British American Tobacco PLC||3.13 %|
|AstraZeneca PLC||3.09 %|
|Vodafone Group PLC||2.98 %|
|United Kingdom||96.56 %|
|Financial Services||23.78 %|
|Consumer Defensive||12.49 %|
|Consumer Cyclical||10.34 %|
|Basic materials||8.67 %|
Lloyd joined Morley Fund Management in June 2004. Previously he worked for JP Morgan as a UK and Pan-European fund manager, Dresdner RCM as a UK fund manager and Threadneedle Asset Management as an analyst. Lloyd holds a BSc Hons in Economics and Business Finance from Brunel University and the AIMR.
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.
Mr Custis is responsible for managing UK equity portfolios. He joined in March 2004 and has 15 years of investment experience. Prior to joining Lazard he worked for JP MorganFleming for 5 years in a variety of UK roles including heading their mid-cap initiative and more recently as a member of the UK large cap team.
Data provided by Morningstar.
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