PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Alan Custis
Lazard Fund Managers
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Alan Custis is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1987. Prior to joining Lazard in 2004, Alan was a member of the UK large cap team at JP MorganFleming, having worked there for five years in a variety of roles, including heading their mid cap initiative. Previously, he worked at Hill Samuel Asset Management where he was Head of Small Cap Investment and at Morgan Grenfell Securities where he was a derivatives trader. Alan has a degree with Honours in Business from Staffordshire University.
Total return for Alan Custis
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alan Custis

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Alan Custis 15.0 1.8 -4.8 16.9 -3.0 9.9 -6.4 14.8 8.0 4.0
Peer Group Composite 15.1 1.7 -6.4 18.2 -0.9 10.7 -3.6 15.9 6.4 6.2
Over / Under -0.1 0.1 1.6 -1.3 -2.1 -0.8 -2.8 -1.1 1.6 -2.2
Performance vs peer group composite: Alan Custis
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard Multicap UK Income Co-managed IA UK Equity Income since Mar 01 2004 to present
Lazard UK Omega Co-managed IA UK All Companies since Feb 25 2005 to present
Lazard Managed Balanced Co-managed IA Mixed Investment 40-85% Shares since Apr 01 2005 to present
Funds managed previously
Fund Periods
Lazard UK Omega Equity since Dec 15 1997 to Nov 25 2019
Lazard UK Smaller Companies since Mar 01 2004 to fund close
Lazard UK Alpha since Mar 01 2004 to fund close
Lazard Diversified Charity CIF since Jan 01 2009 to fund close
Lazard Managed Equity since Mar 01 2009 to Jun 30 2010
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Invesco Perpetual UK Smaller Companies changes manager to Artemis By Emma Wallis  19-Dec-2024
Sector Unicorn’s Peter Walls’ newest investment and favoured sectors By Emma Wallis  06-Nov-2024
Group Five funds for an emerging markets revival By Gary Jackson  30-Oct-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Sector Stocks that investment trust managers are backing for a UK recovery By James Carthew  14-Oct-2024
Sector The global equity race: Step aside hare, here comes the tortoise… By Jo Groves  09-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Fund The most-owned dividend stocks by UK income funds By Jonathan Jones  08-Oct-2024
Sector The Woodford holding that was the best performer for Capital Gearing this year By Matteo Anelli  04-Oct-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc