THMZ

Lazard Equity Megatrends ETF

$31.94

+0.00%

Market closed. Last update: 11:36 PM ET

📎 Investment Objective

The Lazard Equity Megatrends ETF seeks to provide long-term capital appreciation by investing in companies positioned to benefit from major global economic and social trends.

Overview

ETF tracking Lazard Equity Megatrends ETF

Category Thematic

Issuer Other

Inception Date 2025-04-07

Market Cap $38.3M

Average Volume N/A

Dividend Yield 0.30%

52-Week Range $24.39 - $33.09

VWAP $31.97

Performance

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Investment Summary

📎 Investment Objective

The Lazard Equity Megatrends ETF seeks to provide long-term capital appreciation by investing in companies positioned to benefit from major global economic and social trends.

🎯 Investment Strategy

The fund invests in a portfolio of global equities that Lazard Asset Management believes are well-positioned to capitalize on long-term 'megatrends' such as technological innovation, demographic shifts, and changes in consumer behavior. The portfolio is actively managed, with Lazard's research team identifying companies they believe are leaders in their respective megatrend themes.

✨ Key Features

Actively managed thematic equity portfolio focused on long-term global trends
Diversified exposure across multiple megatrend themes and sectors
Potential for capital appreciation by investing in companies at the forefront of transformative changes
Managed by Lazard's experienced global equity investment team

⚠️ Primary Risks

Equity market risk as the fund invests in stocks, which can be volatile
Concentration risk as the fund is focused on specific megatrend themes
Potential for higher than average turnover and trading costs due to active management
Currency risk for investors as the fund holds global equities

👤 Best For

The Lazard Equity Megatrends ETF may be suitable for investors with a long-term investment horizon who are seeking exposure to companies positioned to benefit from major global economic and social trends. Due to its thematic and potentially higher volatility nature, this ETF may be most appropriate as a satellite holding within a diversified portfolio.