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PHILLIP STRATEGY FUNDSANNUAL REPORT Year ended 30 September 2023CONTENTSPage Directory Managers Investment Report1 29Report of the Trustee10Statement by the Manager11Independent auditors report12
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Lazard Investment Funds refers to a range of investment products and funds managed by Lazard Asset Management, which is a global investment management firm providing a variety of investment strategies.
Investors and entities that hold or trade Lazard Investment Funds are typically required to file necessary documents with regulatory authorities, including institutional investors, mutual fund managers, and other financial entities.
Filling out documentation for Lazard Investment Funds usually involves completing investment applications, providing personal or institutional information, selecting investment options, and verifying compliance with regulatory requirements.
The purpose of Lazard Investment Funds is to provide investors access to a diversified portfolio of assets, aiming to maximize returns while managing risk according to various investment strategies.
Information that must be reported typically includes performance data, assets under management, fees and expenses associated with the funds, as well as disclosures regarding investment strategies and risks.
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