Nettoinventarwert (NAV)
| 1’561.31 EUR | -0.13 EUR | -0.01 % |
|---|
| Vortag | 1’561.44 EUR | Datum | 22.10.2026 |
Lazard Patrimoine Opportunities SRI PC EUR Fonds Kurs - 1 Jahr
Fundamentaldaten
| Valor | 46852562 |
| ISIN | FR0013409463 |
| Name | Lazard Patrimoine Opportunities SRI PC EUR Fonds |
| Fondsgesellschaft | Lazard Frères Gestion |
| Aufgelegt in | France |
| Auflagedatum | 01.04.2019 |
| Kategorie | Mischfonds EUR ausgewogen |
| Währung | EUR |
| Volumen | 444’979’433.17 |
| Depotbank | CACEIS Bank |
| Zahlstelle | |
| Fondsmanager | Thomas Planell, Colin Faivre, Julien-Pierre Nouen, Camille Suh, Benjamin Le Roux, François Roudet |
| Geschäftsjahresende | 31.12. |
| Berichtsstand | 16.10.2026 |
Anlagepolitik
So investiert der Lazard Patrimoine Opportunities SRI PC EUR Fonds: Through a dynamic allocation, Lazard Patrimoine Opportunities SRI aims to outperform the composite benchmark index net of fees, over a recommended investment period of five years. Applying a socially responsible approach, our investment strategy is based on a short and medium term fundamental analysis of the economic cycle in order to build a dynamic allocation (20%-80% equities, -5 ;+10 interest rate sensitivity) to adapt to changing market conditions.