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Lazard Patrimoine Opportunities Sri Rc Eur (0P00000PY3)

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100.940 +0.060    +0.06%
23/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 342.53M
Type:  Fund
Market:  France
Issuer:  Lazard Frères Gestion
ISIN:  FR0007028543 
Asset Class:  Equity
Objectif Epargne Diversifié A 100.940 +0.060 +0.06%

0P00000PY3 Overview

 
On this page you'll find an in-depth profile of Lazard Patrimoine Opportunities Sri Rc Eur. Learn about the key management, total assets, investment strategy and contact information of 0P00000PY3 among other information.
Category

EUR Moderate Allocation

Total Assets

342.53M

Expenses

1.55%

Inception Date

Jan 08, 1999

Investment Strategy

Through a dynamic allocation, Lazard Patrimoine Opportunities SRI aims to outperform the composite benchmark index net of fees, over a recommended investment period of five years. Applying a socially responsible approach, our investment strategy is based on a short and medium term fundamental analysis of the economic cycle in order to build a dynamic allocation (20%-80% equities, -5 ;+10 interest rate sensitivity) to adapt to changing market conditions.

Contact Information

Address 25, rue de Courcelles
Paris,na 75008
France
Phone +33 1 44130705
Fax 33-144 13 09 30

Top Executives

Name Title Since Until
François Roudet - 2019 Now
Julien-Pierre Nouen Head 2018 Now
Biography Julien Pierre Nouen joined Lazard Frères Gestion in 2006 as Strategist-Economist. In March 2018, he has been appointed Head of Economic Research and multi-assets. He is Chartered Financial Analyst since 2008. He graduated from HEC business school and holds an Advanced Diploma in macroeconomics from the University of Paris-Sorbonne.
Benjamin Le Roux - 2017 Now
Camille Suh - 2017 Now
Colin Faivre Analyst/Fund manager 2002 Now
Biography Colin Faivre is a multi-asset investments fund manager. Colin Faivre joined Lazard Frères Gestion in 2001. Prior to joining, he was a consultant specialised in capital markets at Deloitte Consulting for two years. Colin Faivre graduated from ESSEC, and also holds a post-graduate diploma (DEA) in probability and finance from the University of Paris VI.
Matthieu Grouès CIO 2002 2023
Biography Matthieu Grouès, Managing Director of Lazard Frères Paris and Managing Director of Lazard LLC., is also Chief Investment Officer (institutional investment management departments) since September 2008. He is also in charge of strategy and asset allocation and of multi-assets fund management since he joined in 2002. Prior to joining, Matthieu Grouès was initially a fixed income manager for life insurance portfolios at Groupama AM, and then in charge of asset allocation at the group's finance department. He graduated from ENSAE (Ecole nationale de la statistique et de l'administration économique).
Jean-Pierre Banzet - 1999 2002
Louis Pestel - 1999 2002
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