Lazard UK Alpha Ret Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 180.30||Day Change||GBX -0.10 (-0.06%)|
|Price Date||27 Feb 2015||Crown Rating|
|Shares Class||Inc.||Yield||1.80 %|
|Total Expense Ratio||1.55||Fund Size||81,183,500.00|
|Launch Date||03/11/1999||Standard Initial Charge (%)||3.75|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||2,000.00||Total Expense Ratio (%)||1.55|
|ISIN||GB0008468398||Min TopUp (£)||500.00|
To achieve long-term capital growth by investing in a concentrated portfolio of UK equities.
Alan Custis is a Portfolio Manager/Analyst on our UK Equity Team, responsible for managing UK equity portfolios. He joined Lazard Asset Management Limited in 2004 and his investment experience began in 1989. Prior to joining Lazard, Alan worked for JP MorganFleming for five years in a variety of UK roles including heading their mid-cap initiative and more recently as a member of the UK large cap team. Previously, he worked at Hill Samuel Asset Management where he was Head of Small Cap investment and at Morgan Grenfell Securities as a derivatives trader. Alan holds a Business degree with Honours from Staffordshire University in 1986.