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Lazard Defensive Australian Equity Fund (0P0000YR3U)

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1.763 -0.020    -1.08%
26/04 - Closed. Currency in AUD ( Disclaimer )
Type:  Fund
Market:  Australia
Issuer:  Lazard Asset Management Pacific Co
ISIN:  AU60LAZ00225 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 56.47M
Lazard Australian Diversified Income Fund 1.763 -0.020 -1.08%

Lazard Defensive Australian Equity Fund Overview

 
Find basic information about the Lazard Defensive Australian Equity Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000YR3U MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60LAZ00225)
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Rating
1-Year Change3.95%
Prev. Close1.782
Risk Rating
TTM Yield3.89%
ROE13.28%
IssuerLazard Asset Management Pacific Co
TurnoverN/A
ROA5.39%
Inception DateJul 03, 2012
Total Assets56.47M
ExpensesN/A
Min. Investment20,000
Market Cap7.18B
CategoryEquity Australia Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1054 1054 1145 1528 1657 2467
Fund Return 5.44% 5.44% 14.46% 15.19% 10.63% 9.45%
Place in category 163 163 90 2 25 17
% in Category 56 56 34 1 12 10

Top Equity Funds by Lazard Asset Management Pacific Co

  Name Rating Total Assets YTD% 3Y% 10Y%
  Lazard Global Listed InfrastructurF 1.77B 3.08 8.76 9.67
  Lazard Global Equity Franchise Fund 243.68M 5.77 14.57 13.48
  Lazard Global Small Cap Fund I Clas 224.13M -19.10 3.91 13.07
  Lazard Australian Equity Fund I Cla 146.11M 5.10 12.59 7.48
  Lazard Select Australian Equity Fun 78.55M 6.26 16.85 8.78

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 35.81B 5.41 9.36 8.15
  Mercer Passive Australian Share 5.31B 5.36 9.22 8.06
  Fidelity Australian Equities Fund 5.32B 4.19 8.16 8.13
  Dimensional Australian Core Equity 5.15B 5.87 9.89 8.77
  Macquarie True Index Australian Sha 2.31B 5.43 9.44 8.29

Top Holdings

Name ISIN Weight % Last Change %
  Ridley Corp AU000000RIC6 3.23 2.230 -4.29%
  Collins Foods AU000000CKF7 3.17 9.85 -1.01%
  Viva Energy AU0000016875 3.10 3.440 -2.27%
  South32 AU000000S320 3.03 3.370 +1.81%
  Santos AU000000STO6 3.02 7.720 -0.39%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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