Nettoinventarwert (NAV)
| 1’367.81 EUR | -17.23 EUR | -1.24 % |
|---|
| Vortag | 1’385.04 EUR | Datum | 05.11.2026 |
Lazard Patrimoine Opportunities SRI PD EUR Fonds Kurs - 1 Jahr
Fundamentaldaten
| Valor | 27477408 |
| ISIN | FR0012620342 |
| Name | Lazard Patrimoine Opportunities SRI PD EUR Fonds |
| Fondsgesellschaft | Lazard Frères Gestion |
| Aufgelegt in | France |
| Auflagedatum | 24.03.2015 |
| Kategorie | Mischfonds EUR ausgewogen |
| Währung | EUR |
| Volumen | 416’869’170.06 |
| Depotbank | CACEIS Bank |
| Zahlstelle | |
| Fondsmanager | Thomas Planell, Colin Faivre, Julien-Pierre Nouen, Camille Suh, Benjamin Le Roux, François Roudet |
| Geschäftsjahresende | 31.12. |
| Berichtsstand | 06.11.2026 |
Anlagepolitik
So investiert der Lazard Patrimoine Opportunities SRI PD 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.