LAZARD UK ALPHA R - Fund overview
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Overview of
LAZARD UK ALPHA R
This fund invests in a concentrated selection of UK equities with the aim of achieving long-term capital growth. The funds holdings represent core UK exposure. The team have developed an in-house system for initial stock screening and then rely heavily on in-house qualitative research to pick the best stocks within each sector. Unfortunately since the departure of Simon Roberts in 2004 the fund has been less successful.
Standard Initial Charge
3.75% 0.00%
Invest via Bestinvest
to save 3.75%
Fund summary
| Sector |
UK All Companies
|
| Product type |
OEIC
|
| Launched |
November, 1999
|
| Size |
£157m
|
| Yield |
1.9%
|
| Charging basis |
–
|
| Dividends paid |
31/5, 30/11.
|
| Bid price(inc) |
127.30p |
| Bid price(acc) |
139.30p |
Fund Charges
|
Standard Initial charge
|
3.75%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.54%
|
|
Reduction in yield (10yr)
|
1.54%
|