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.
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
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
Performance is shown for the class selected. The foregoing reflects the thoughts and opinions of Brandes Investment Partners & Co., operating as Bridgehouse Asset Managers™ exclusively and is subject to change without notice. Bridgehouse has taken reasonable steps to provide current, accurate information from sources believed to be reliable however Bridgehouse is not responsible for any errors or omissions contained herein. As manager of the Bridgehouse Funds, Bridgehouse has hired Brandes Investment Partners, L.P., Sionna Investment Managers Inc., Greystone Managed Investments Inc., and Lazard Asset Management, Inc. as portfolio sub-advisors in respect of the Bridgehouse Funds. Units of the Bridgehouse Funds are available through registered dealers only. Indexes are unmanaged and cannot be directly invested into. Securities mentioned herein are not to be construed as a recommendation to buy or sell. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.