Lazard Global Balanced Income Fund Series F (CAD)

  • Distribution Frequency: Monthly
  • Number of Holdings: 331
  • Total Net Assets: C$27 M

REASONS TO OWN

The Lazard Global Balanced Income Fund is a multi-asset portfolio designed to produce lower volatility while generating income and long-term growth. This is achieved through dynamic allocation to specialized Lazard investment portfolios covering a range of asset classes.

Features

  • Holds global high yield equities, global low volatility equities and global fixed income
  • Seeks to add value through security selection and asset allocation
  • Ability to actively change allocation to equities and fixed income
  • Foreign currency exposure is dynamically hedged back into Canadian Dollars
  • 4% targeted annual distribution, paid monthly

Benefits

  • Provides access to a variety of income sources from outside of Canada
  • Offers two sources of potential alpha generation through all market cycles
  • Can re-position to participate in rising markets and defend in declining markets
  • Manages foreign currency risk with the goal of reducing volatility and generating returns
  • Provides a monthly income stream

Portfolio Sub-Advisors

  • Lazard Asset Management

    Lazard Multi Asset Team

Fundserv : BIP

Fund Number
SeriesSales
Option		C$US$
A SC 185 187
A DSC 280 287
A LL 285 288
F - 588 589