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SKANDIA LAZARD UK ALPHA LF - Fund overview

No Bestinvest rating


Overview of SKANDIA LAZARD UK ALPHA LF

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

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  August, 2001
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 119.10p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.95%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

skandia lazard uk alpha lf asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
skandia lazard uk alpha lf equity geographic illustration
Allocation Proportion
UK 97%
Europe 2%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 1%
skandia lazard uk alpha lf equity capitalisation illustration
Allocation Proportion
Large Caps 74%
Mid Caps 19%
Small Caps 7%

Investment process


The principal reasoning behind this fund is Lazard's wish to produce a portfolio that is capable of delivering consistent top quartile performance.
The team have identified their main strength as stock picking although some slight sector positioning may take place. Through the use of their in-house developed "Present Value Model", (a form of discounted cash-flow) the process begins with this screening for possible investment opportunities. Drawing heavily on a team of over 30 investment professionals located around the world, analysts are encouraged to choose their preferred stock from each sector. Therefore, although sector weights are largely in line with the benchmark, stock bets can be high. This leads to a relatively concentrated portfolio of Lazard's best UK stock ideas.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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