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Lazard Managed Balanced Fund A Acc (0P0000K9HJ)

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2.95 +0.01    +0.40%
25/04 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B3DVTR01 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 24.62M
Lazard Managed Balanced Fund A Acc 2.95 +0.01 +0.40%

0P0000K9HJ Overview

 
On this page you'll find an in-depth profile of Lazard Managed Balanced Fund A Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000K9HJ among other information.
Category

GBP Moderately Adventurous Allocation

Total Assets

24.62M

Expenses

0.85%

Inception Date

Nov 03, 2008

Contact Information

Address 50 Stratton Street,
London, W1J 8LL
United Kingdom
Phone -

Top Executives

Name Title Since Until
Aaron Barnfather Senior Portfolio Manager, Head 2023 Now
Biography Aaron Barnfather is a senior portfolio manager and leads the portfolio management team in London who are responsible for the management of European equities. He began working in the investment field in 1994. Prior to joining Lazard in 2008, Aaron was a Senior Portfolio Manager and lead manager on Newton Investment Management’s pan-European portfolios, launching the Newton European Higher Income fund in 2007. Prior to Newton, he held positions at Royal & Sun Alliance Investment Management on the UK, International and European Equity teams. He has a BA in Business Studies from the University of East London and an MSc in Investment Analysis from Stirling University. Aaron is a member of the UK Society of Investment Professionals (UKSIP).
Alan Clifford Member 2023 Now
Biography Alan Clifford is a Portfolio Manager on our UK Equity Team, specifically responsible for managing UK Small Cap Equity portfolios. He joined Lazard Asset Management Limited in December 2002 having spent the previous 10 years within the UK Small Cap portfolio management team of Legal & General Investment Management and prior to that in an accountancy role. Alan achieved the AIIMR qualification in 1994 and is an Associate of the Chartered Institute of Management Accountants.
Louis Florentin-Lee Portfolio Manager 2017 Now
Biography Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst of Lazard Asset Management on various global equity teams, International Compounders and US Equity Select. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics.
Barney Wilson - 2017 Now
Biography Barnaby Wilson is a Director and Portfolio Manager/Analyst on the Global Equity Select, Global Strategic Equity, and Global Equity Focus teams. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University.
Benjamin Boehme - 2017 Now
Alan Custis Manager 2012 2023
Biography Mr Custis is responsible for managing UK equity portfolios. He joined in March 2004 and has 15 years of investment experience. Prior to joining Lazard he worked for JP MorganFleming for 5 years in a variety of UK roles including heading their mid-cap initiative and more recently as a member of the UK large cap team.
Ulrich Teutsch - 2014 2017
Andrew Lacey Director 2012 2017
Biography Andrew Lacey is a Managing Director and a Portfolio Manager/Analyst on various US equity strategies as well as Global Equity Select. He began working in the investment field upon joining the firm in 1995 as a Research Analyst covering the technology sector. Andrew has an MBA from Columbia University and a BA (Hons) from the College of Social Studies, Wesleyan University. Prior to joining Lazard, Andrew was a teacher at the Pingry School and Buckingham Browne & Nichols for five years. He continues to be involved in education as a board member for KIPP New Jersey and Link Education Partners.
Thomas Hanson Portfolio Manager 2009 2012
Biography Thomas Hanson is Head of Europe High Yield in the Fixed Income team. He joined the industry in 2000 and joined us in 2019 from Janus Henderson Investors, where he was manager of a number of high yield bond funds. Before that, Thomas worked for Aerion and Lazard Asset Management in a variety of analysis and portfolio management roles. He has a BA (Joint Hons) in French and Management Studies from the University of Reading. Thomas is a CFA charterholder.
David R. Cleary Principal 2009 2012
Biography David Cleary, CFA is a principal and portfolio manager at Crow Point Partners. Previously he spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi asset and global fixed income strategies. He additionally served as the firm's global head of fixed income, a $26 billion platform. Prior to Lazard, David worked at UBS and IBJ Schroder, mostly in fixed income asset management roles. He began working in the asset management field in 1987 upon his graduation from Cornell University, with a BS in Business Management and Applied Economics. He is a CFA charterholder.
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