Divisa | EUR |
---|---|
Tipo | Mixtos |
Fecha de creación | 21/03/2016 |
Distribución o acumulación | Acumulación |
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.