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Comparing 3 funds

Returns, costs and exposure side by side, with sources and dates below.

Retirement Advantage

Ret Adv Lazard Managed

GB0005579262 · Ret Adv Lazard Managed Cap
n/a
6M return
No performance history for this class yet.
Retirement Advantage

Ret Adv Optimum Global Income Pn

GB00BQXWQY09 · Ret Adv Optimum Global Income Pn
n/a
6M return
No performance history for this class yet.
Retirement Advantage

Ret Adv Optimum High Alpha Pn

GB00BQXWQZ16 · Ret Adv Optimum High Alpha Pn
n/a
6M return
No performance history for this class yet.

Performance, starting at 100

GBP total return, daily prices. Source: FE fundinfo. Past performance is not a reliable guide to future returns.

If you had invested £10,000

What it would have become over 6M, GBP.
 

Based on month end returns. Illustrative, before tax, not a prediction.

Country exposure

Average share of portfolio across these funds, as at 17 Apr 2026.

Not available for: Ret Adv Optimum Global Income Pn, Ret Adv Optimum High Alpha Pn.

Sector exposure

Average share of portfolio across these funds, as at 17 Apr 2026.

Not available for: Ret Adv Optimum Global Income Pn, Ret Adv Optimum High Alpha Pn.

AI comparison

AI assisted, not advice. Describes the data on this page.
Select Summarise differences for a short, neutral description of how these funds differ on the figures below.

Side by side

Returns in GBP, month end. Bold marks the highest value in the return rows, the lowest in the ongoing charge row and the largest in the fund size row.
MetricRet Adv Lazard ManagedRet Adv Optimum Global Income PnRet Adv Optimum High Alpha Pn
1 year returnHighest in boldn/an/an/a
3 year returnHighest in boldn/an/an/a
5 year returnHighest in boldn/an/an/a
Rank among sector peers, 1 yearQuartile among representative funds in the FE sectorn/an/an/a
Ongoing charge (OCF)
Fund size, GBPLargest in bold£2.3M£11K£11K
Stylen/an/an/a
FE sectorn/an/an/a
Share classRet Adv Lazard Managed CapRet Adv Optimum Global Income PnRet Adv Optimum High Alpha Pn