Lazard flagship fund ‘highly recommended’

funds-management/Lazard/lonsec/Zenith/

16 November 2015
| By Staff |
image
image image
expand image

Leading research houses, Lonsec and Zenith Investment Partners both rated Lazard Asset Management's flagship Select Australian Equity Fund as "highly recommended".

Lazard Australian Equity Portfolio manager, Rob Osborn, said the high conviction fund had outperformed the S&P/ASX200 since its inception in 2002.

"We take a long-term view and build portfolios that can be quite different than those of our competitors and the index," he said.

"For over a decade, our process of identifying intrinsic value has remained relatively unchanged and over time, we believe this has provided our clients with a compelling rate of return."

The 2014 Money Management/Lonsec Australian Equities (Broad Cap) Fund Manager of the Year Award winner also saw its Australian Diversified Income Fund upgraded to "recommended" following Lonsec's most recent review of the fund.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

4 days 13 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo