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You are here: Manager factsheet

Alan Clifford

Lazard Fund Managers, Lazard (IRL)
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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
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
 
 
 
 
 
17-53m
 
 
 
 
 
 
 
 
 
29-65m
 
 
 
 
 
 
 
 
 
41-77m
 
 
 
 
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
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 49.6 -19.5 -2.8 7.1 17.1 -1.1 3.6 19.0 18.1 5.5
Peer Group Composite 50.7 -17.8 -1.6 8.2 17.6 2.4 3.0 21.5 18.3 1.8
Over / Under -1.1 -1.7 -1.2 -1.1 -0.5 -3.5 0.6 -2.5 -0.2 3.7
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lazard UK Smaller Companies Co-managed UT UK Smaller Companies since Dec 01 2002 to present
Lazard Multicap UK Income Co-managed UT UK Equity Income since Oct 29 2008 to present
Lazard Pan European Small Cap Co-managed FO Equity - Small Cap Europe since Dec 01 2015 to present
Funds managed previously
Fund Periods
No previously managed funds
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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