Lazard Global Listed Infrastructure Equity A Dist
- Citicode
- 0XXL
- Launch Date
- 24-02-2012
- Fund Size
- £1,273,595,134
- Yield
- 2.44%
- Ongoing Charge
- 0.91%
- Fund Managers
- Bertrand Cliquet
John Mulquiney
Matthew Landy
Warryn Robertson
Fund Objective
To achieve over the long-term total returns comprising income and capital appreciation.
Top 10 Holdings
Asset Class
Fund Manager
Bertrand Cliquet
Start Date
27-02-2012
Bio
Bertrand Cliquet is a Portfolio Manager/ Analyst on the Lazard Global Listed Infrastructure and Global Equity Franchise teams. Bertrand joined Lazard in 2004 as a European utility analyst, before becoming a founding member of the Lazard Global Listed infrastructure strategy in 2005. Prior to joining Lazard, Bertrand was a utility analyst at Goldman Sachs International in London, and a merger and acquisition analyst at Deutsche Bank. He has been working in the investment field since 1999. He attained a business degree from HEC in Paris, with a major in Finance. Bertrand was awarded the Prize of the "Club Finance International", and the Prize of the HEC Foundation for his thesis on "The deregulation of the European electricity market and its consequences for electricity prices and the strategic positioning of energy companies". Bertrand is fluent in both French and German. Bertrand is a CFA® charterholder.
Fund Manager
John Mulquiney
Start Date
27-02-2012
Bio
John Mulquiney is a Portfolio Manager/Analyst on the Global Listed Infrastructure and Global Equity Franchise teams. He has been working in the investment field since 1997. Prior to joining Lazard in August 2005, John worked at Tyndall Australia where he covered stocks in various sectors including financials, consumer discretionary, healthcare and materials. John was also in the Asset and Infrastructure Group at Macquarie Bank, where he undertook transactions and developed valuation models for airports, electricity generators, rail projects and health infrastructure. Most recently, John spent four years at Nanyang Ventures, an early expansion venture capital fund. John holds a PhD from the Australian National University, and a BA (Hons) from Sydney University. He is a CFA® charterholder.
Fund Manager
Matthew Landy
Start Date
27-02-2012
Bio
Matthew Landy is a Portfolio Manager/Analyst on the Global Listed Infrastructure and Global Equity Franchise teams. He began working in the investment field in 1995. Prior to joining Lazard in 2006, Matt worked in the private equity industry where he was involved in early stage venture capital in Europe and management buy-out investing in Australia. Previously he was an Equity Analyst with Tyndall Investment Management covering stocks in the consumer staples, consumer discretionary and industrial sectors. Matt has a BCom and a BA from Monash University in Melbourne, Australia.
Fund Manager
Warryn Robertson
Start Date
27-02-2012
Bio
Warryn Robertson is a Portfolio Manager/Analyst on the Global Listed Infrastructure and Global Equity Franchise teams. He is also an Analyst on the Australian Equity team. He has been working in the investment field since 1992. Prior to joining Lazard in April 2001, Warryn was an Associate Director at Capital Partners. Previously, Warryn worked at PriceWaterhouseCoopers Corporate Finance. Warryn holds an MBA from the Melbourne Business School (Melbourne University) and a BCom, University of Canberra.
Data source:
All financial data is supplied by FE
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