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You are here: Manager factsheet

Lazard Asset Management Limited
AFH Wealth Management
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Manager profile
Lazard manages the portfolio using a team approach which allows for the portfolio managers to benefit from their peers and to receive Lazard’s best thinking, and not that of a single portfolio manager. 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 Morgan Fleming, having worked there for five years in a variety of roles, including heading their mid cap initiative. Lloyd Whitworth is a Portfolio Manager/Analyst on the UK Equity team. He began working in the investment field in 1991.
Total return for Lazard Asset Management Limited
Manager career performance
Discrete calendar year performance : Lazard Asset Management Limited

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
Lazard Asset Management Limited 8.2 9.1 2.6 29.4 -16.8 -2.5 6.1 28.7 3.1 6.9
Peer Group Composite 6.7 2.1 0.4 29.6 -15.1 0.1 8.3 26.2 -0.9 6.8
Over / Under 1.5 7.0 2.2 -0.2 -1.7 -2.6 -2.2 2.5 4.0 0.1
Performance vs peer group composite: Lazard Asset Management Limited
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MGTS AFH DA UK Alpha Lead manager IA Unclassified since Mar 05 2018 to present
Funds managed previously
Fund Periods
Aviva Inv Euro Equity MoM 1 since Jul 01 2008 to fund close
Aviva Inv Euro Equity MoM 2 since Jan 30 2012 to fund close
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.

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