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SESC LAZARD BALANCED MANAGED PF - Fund overview

No Bestinvest rating

Overview of SESC LAZARD BALANCED MANAGED PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SESC LAZARD BALANCED MANAGED PF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	June, 2002
Size	£12m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	152.82p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.35%
Reduction in yield (10yr)	1.35%

Bestinvest says

No information available.

Portfolio

sesc lazard balanced managed pf asset allocation illustration

Allocation		Proportion

	Equity	78%
	High yield bonds	–
	Quality bonds	17%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	5%

sesc lazard balanced managed pf equity geographic illustration

Allocation		Proportion

	UK	76%
	Europe	9%
	Nth America	13%
	Japan	2%
	Pacific	0%
	Other Equity	0%

sesc lazard balanced managed pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	75%
	Mid Caps	20%
	Small Caps	5%

View all performance data for SESC LAZARD BALANCED MANAGED PF

Investment process

The objective of the fund is to achieve capital growth whilst maintaining a reasonable yield through a diversified UK bias global equity portfolio with a selection of corporate bonds and gilts in one tax efficient structure.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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