Sustainable, Responsible &/or ESG Policy:

Lazard Global Sustainable Equity Fund (the "Fund") aims to seek long-term capital growth.

The Fund is actively managed and will pursue its objective primarily by investing in the equities (i.e. shares) and equity related securities (i.e. shares including common and preferred stock, warrants and rights) of companies located throughout the world.

The Fund will typically invest in companies having greater than $2 billion market capitalisation and whose shares can be easily bought or sold on one or more stock exchanges throughout the world. In choosing investments, the Investment Manager will seek to acquire shares in companies which it has assessed to have strong and/or improving financial productivity, but whose shares are selling at attractive valuations (i.e. shares deemed to be currently undervalued) and whose financial productivity is likely to be supported and enhanced into the future as a result of a move towards a more
sustainable world, by considering for example the nature of products and services that the company provides from a sustainable perspective.

The three main categories companies will be assessed on for sustainable type factors are human capital (i.e. diversity policies and health and safety standards), natural capital (i.e. resources and supply chains impacting the environment) and corporate governance (i.e. board composition, policies and shareholder rights).

The investment strategy has no particular country/market or sector/industry focus.

The Fund promotes environmental and/or social characteristics within the meaning of  Article 8 of Regulation (EU) 2019/2088, the "SFDR Regulation".

(Source: KIID, as at February 2025)

 

SDR Labelling:

Not eligible to use label