Lazard Alpha Euro A

Ranked 38 out of 58 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Régis Bégué

Régis Bégué started his career in 1994 as a sales and marketing person in Japanese equities and structured products at Bank Nomura in France. He joined Oddo Securities in 1995 where he specialised in European equities and was a representative for the sale of European equities to customers in the United Kingdom. Régis joined Lazard Frères Gestion in 2005 where he is currently the manager of research and a fund manager.

Objective

The fund aims to outperform the Eurostoxx index, over the recommended investment period. The fund's portfolio is invested and/or exposed to at least 90% of its assets in equities of the European union with 10% maximum is small-caps.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.6%
2018 -16.2% -4.2% 0.1% 0.4% -13.0%
2017 19.3% 10.4% 5.4% 5.0% -2.4%
2016 16.0% 0.3% -4.1% 13.7% 6.0%
2015 -0.1% 12.5% -7.9% -9.3% 6.4%
2014 -2.1% 3.6% -2.8% -3.7% 0.9%
2013 34.2% 8.3% 4.1% 11.1% 7.3%
2012 25.8% 16.8% -10.9% 9.6% 10.2%
2011 -25.9% 6.5% 0.4% -31.7% 1.5%
2010 6.3% 3.5% -14.3% 14.7% 4.5%
2009 35.6% -14.6% 16.6% 36.0% 0.1%
2008 -19.7% -8.0% -10.0% -3.1% 0.1%
2007 13.3% 5.5% 7.0% -1.7% 2.1%
2006 14.1% 9.6% -4.1% 5.1% 3.3%
2005 9.2% 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Portugal
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date12/05/2005
  • Share Class size505Mn
  • Base currencyUnits
  • ISIN FR0010828913

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.001

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).