Lazard International Compounders F

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
N/A
N/A
N/A
N/A
N/A
N/A
9.88
-14.68
15.71
14.12
6.57
Category
15.90
-2.42
17.16
-8.12
17.05
6.55
9.90
-10.89
14.29
11.39
11.29
Index
20.85
-1.97
17.85
-5.94
16.72
7.18
10.49
-8.93
15.04
13.45
14.64
Quartile Rank
Quartile Rank is second
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
Quartile Rank is fourth
Percentile Rank
50
71
32
19
84
# of Invest. in Cat.
413
432
498
572
696
684
651
659
634
647
519
Category Name
CA045 Canada Fund International Equity
CA045 Canada Fund International Equity
CA045 Canada Fund International Equity
CA045 Canada Fund International Equity
CA045 Canada Fund International Equity
CA045 Canada Fund International Equity

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

5/5

Corporate Sustainability Score
15.84 15.68
Sovereign Sustainability Score
Low Carbon Designation

Low Carbon

Carbon Risk Score
3.42

Strategy

The fundamental investment objective of the Fund is to achieve long-term capital appreciation by investing primarily in the equity securities of non-U.S. issuers, including those from emerging markets. The Fund seeks to generate strong relative returns over a full market cycle by investing solely in what Lazard calls “Compounders”. The Fund invests in approximately 40 to 50 companies, from outside the U.S., based primarily on Lazard’s conviction in their ability to sustain those high returns and also based on the attractiveness of their valuation.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
Lazard International Compounders A
Lazard International Compounders A
BIP759
Jul 02, 2020
Lazard International Compounders A
Lazard International Compounders A
BIP760
Jul 02, 2020
833.22 k
1.00 k
Lazard International Compounders F
Lazard International Compounders F
BIP762
Jul 02, 2020
3.83 Mil
1.00 k
Lazard International Compounders F
Lazard International Compounders F
BIP763
Jul 02, 2020
Lazard International Compounders I
Lazard International Compounders I
BIP764
Jul 02, 2020
448.00
T Institutional

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