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You are here: Manager factsheet

Alan Clifford
Lazard Fund Managers
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Alan Clifford is a Portfolio Manager/Analyst on our UK Equity team, specifically responsible for managing UK Small Cap Equity and UK Income portfolios. He began working in the investment field in 1989. Prior to joining Lazard in 2002, Alan was a member of the UK Small Cap portfolio management team of Legal & General Investment Management. He has a BA (Hons) degree in Economics from Newcastle University. Alan achieved the AIIMR qualification in 1994 and is an Associate of the Chartered Institute of Management Accountants.
Total return for Alan Clifford
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alan Clifford

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 Clifford 17.8 3.0 -22.2 45.2 -11.1 3.9 -8.1 21.7 5.0 10.6
Peer Group Composite 18.9 2.3 -19.7 40.7 -6.5 4.8 -5.1 21.6 7.2 10.9
Over / Under -1.1 0.7 -2.5 4.5 -4.6 -0.9 -3.0 0.1 -2.2 -0.3
Performance vs peer group composite: Alan Clifford
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard Multicap UK Income Co-managed UT UK Equity Income since Oct 29 2008 to present
Funds managed previously
Fund Periods
Lazard UK Smaller Companies since Dec 01 2002 to fund close
Lazard Pan European Small Cap since Dec 01 2015 to Jun 13 2024
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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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