LAZARD PATRIMOINE OPPORTUNITIES SRI R EUR  FR0007028543

ReturnsAnnu. ReturnsVolatilities
1 week+0.5--
4 weeks+1.2--
52 weeks+4.9+4.9+5.3
1 mon.+1.6--
3 mon.+1.6--
6 mon.+6.1--
1 yr+4.4+4.4+5.3
3 yrs+11.3+3.6+6
5 yrs+31.8+5.7+11.4
10 yrs+71.3+5.5+10.5
Max+74.3+5.5+10.5
YearJanFebMarAprMaiJunJulAugSepOctNovDec
2024+2+0.4+0.4+1.1---------
2023+1.6+1.3+1.6-2.8-0.5-+0.4+0.1-0.5-2.6-1.4+4+2.5
2022+0.9-1.2-2.6+2.6+1.5-1.1-2.3+2.6-0.9-1.1+3.6+1.8-1.7
2021+13.9-0.3+3.2+4.9+1.1+0.4+1.6+0.2+1.2-0.9+1.9-1.6+1.7
2020+3.7-1.3-3.6-12.5+8.4+2.9+1.4-0.4+2.6-1-1.4+8.3+1.9
2019+15.2+3.9+2.5+0.9+3.5-5.3+4+1.5-1.8+2.1-0.2+2.2+1.5
2018-7+2.8-2-2.5+2.8-1-0.8+1.8-0.6--2.6-0.5-4.2
2017+9.6-0.4+2.1+3.1+1.7+1-0.8-0.1-1.1+3.3+1.9-0.9-0.4
2016+4.5-5.2-1.7+2.5+2.1+0.3-4.5+4.3+1.6-0.3+0.7+0.7+4.5
2015+6.5+5.2+3.8+2.7--0.4-3.5+2.3-5-3.8+6.6+2.2-3.1
2014--0.3+2.8+0.4+0.2+1.8+0.4-0.6+1.3+0.1-2.4+4.3-0.3
Net inflows / Market effect
Asset Under Management on 21/03/202402/2024T4/2023S2/20232023YTD
Fund316.9 M€+26.8 / +1.4+1.9 / +12.7+16.1 / +5+65.9 / +3.8+47.6 / +6.3
FR0007028543197.3 M€-0.5 / +0.8+12.7 / +8.7+19.9 / +3.3+47.6 / +2.8+2.2 / +3.8
FR001340946398.7 M€+27.3 / +0.5+1.7 / +2.6+1 / +1.2+22.9 / +1.1+45.4 / +2
FR001262034220.8 M€0 / +0.1-12.5 / +1.4-4.8 / +0.5-4.6 / -0.20 / +0.4
FR001400F1900 M€0 / 00 / 00 / 00 / 00 / 0
FR001400F1A60 M€0 / 00 / 00 / 00 / 00 / 0
FR001400F1820 M€0 / 00 / 00 / 00 / 00 / 0

Details

SRI
1234567
CurrencyEUR
Holding perdiod0 months
SFDR-
NAV Frequency-
Investor: Types
  • Retail
  • Professional
  • Counterparty
Investor: Knowledges
  • Basic
  • Informed
  • Advanced
  • Expert
Investor: Objectives
  • Preservation
  • Income
  • Pension
  • Long term
  • ISR

Fees

Entry Fees-
Exit Fees-
Management fees-
Transaction Costs-
Perf. Fees-

Actors

Management companyLazard Frères Gestion
LEI of the management company-