Lazard Global Equity Income Fund Series F (CAD)

  • Distribution Frequency: Monthly
  • Number of Holdings: 67
  • Total Net Assets: C$106 M

REASONS TO OWN

The Lazard Global Equity Income Fund invests in 60–100 global stocks with a focus on total return—income and capital appreciation—while remaining broadly diversified across sectors, regions, and market capitalizations.

Features

  • Relative value investment approach
  • Holds Lazard’s best high yielding equity selections from across the firm
  • Highly diversified by sector and region
  • Access to dividend growth in developed and emerging markets
  • 5% targeted annual distribution, paid monthly

Benefits

  • Provides comprehensive exposure to all emerging market asset classes in a single portfolio
  • Provides exposure to securities Lazard believes are undervalued and have high and sustainable ROEs
  • Leverages the research conducted by Lazard’s 300+ investment professionals
  • Avoids concentration in typical yield generating areas of the market
  • Provides diversification to Canadian dividend stocks
  • Provides a monthly income stream

PORTFOLIO ADVISOR

  • Lazard Asset Management

    Lazard Global Equity Income Team

Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 133 135
A DSC 237 239
A LL 266 268
AH SC 331 -
AH DSC 332 -
AH LL 333 -
F - 508 510
FH - 334 -