Nettoinventarwert (NAV)
| 1’370.51 EUR | -6.42 EUR | -0.47 % |
|---|
| Vortag | 1’376.93 EUR | Datum | 05.11.2026 |
Lazard Patrimoine SRI PC EUR Fonds Kurs - 1 Jahr
Fundamentaldaten
| Valor | 26540864 |
| ISIN | FR0012355113 |
| Name | Lazard Patrimoine SRI PC EUR Fonds |
| Fondsgesellschaft | Lazard Frères Gestion |
| Aufgelegt in | France |
| Auflagedatum | 31.12.2014 |
| Kategorie | Mischfonds EUR defensiv - Global |
| Währung | EUR |
| Volumen | 384’016’159.29 |
| 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 SRI PC EUR Fonds: Lazard Patrimoine SRI is a multi-asset class, international fund that aims to outperform the composite benchmark index, net of fees, over a recommended investment horizon of three years. Applying a socially responsible approach, our investment strategy is based on an original approach, combining fundamental and quantitative analysis in order to build a flexible moderate allocation (equities 0%-40%, interest rate sensitivity -5 ;+10) to adapt quickly to changing market conditions within a controlled risk framework.t.