Lazard Global Managed Volatility Fund Series F (CAD)

  • Distribution Frequency: Annually
  • Number of Holdings: 209
  • Total Net Assets: C$23 M

REASONS TO OWN

The Lazard Global Managed Volatility Fund invests in 175–250 developed market companies of all sizes and seeks to deliver steady, above market returns with volatility that is 20%–40% below market. The Fund is fully diversified across sectors, industries, capitalizations, and geographies, helping to further reduce volatility.

Features

  • Focuses on generating attractive risk adjusted returns, in addition to lowering risk
  • Invests in financially stable stocks with historically consistent earnings
  • Uses a mosaic of investment factors: value, sentiment, growth and quality
  • Fully diversified with extensive risk management
  • Only invests in developed markets

Benefits

  • Can participate in normal and up markets while protecting in down markets
  • Provides a lower volatility pattern of returns
  • Suitable as a core global equity allocation
  • Minimizes exposure to macro-economic risks

PORTFOLIO ADVISOR

Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 430 440
A DSC 431 446
A LL 432 442
AH SC 450 -
AH DSC 474 -
AH LL 452 -
F - 433 443
FH - 453 -