Anlageziel Lazard Euro Short Duration High Yield SRI EVC EUR Fonds

"Lazard's Sustainable Euro Short Durationobjective is to outperform the ICE BofAML 1-3 year Corporate index in euros, net coupons reinvested over a minimum recommended investment period of one year, by applying an SRI Investment approach. The SRI investment framework covers at least 90% of the securities of the portfolio. Within the selection process the portfolio manager/analyst makes sure that the ESG rating in constantly above the average 80% of the composite index. The strategy invests primarily in short-term Investment Grade senior bonds denominated in Euro, issued by corporate, governments and financial institutions. The strategy may invest in High Yield and non-rated securities (max 20%) as a source of diversification. The strategy is based on a fundamental analysis of issuers with an active management of interest rate risk (between -2 and +5) and credit risk. "