Bestinvest Logo
Learning
fund

Back to result

LAZARD EUROPEAN ALPHA C

Bestinvest LogoA portfolio of high conviction European stocks with a large cap bias.

PRICE (INC)

927.8p

PRICE (ACC)

1205p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.78%

YIELD

2.2%

1 YEAR
11.79%
Invest Now

Prices as at 04 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The objective of the Sub-Fund is to achieve capital growth, net of fees, in excess of the FTSE World Europe ex. UK Index, measured in sterling, over at least 5 years. The Sub-Fund will invest at least 80% in equities and equity-related securities (namely, shares, common and preferred stock, warrants and rights). The Sub-Fund will typically consist of between 45 to 60 holdings in European companies. The Sub-Fund is actively managed and may invest in companies in any industry sector and of any market capitalisation.

Fund summary

SectorEurope Excluding UK
StructureOEIC
LaunchedNovember 2012
Size£79m
Yield2.2%
Dividends paidMay, November

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.78%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning