LO Funds - All Roads Syst. Hdg (SEK) PARegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -8.0 | 0.8 | 13.4 | -4.9 | -7.8 | |
+/-Cat | -1.7 | -6.0 | -8.0 | -13.1 | - | |
+/-B’mrk | -5.0 | -5.2 | - | - | - | |
Category: SEK Flexible Allocation | ||||||
Category Benchmark: Cat 50%CitiSwGBI&25%MSCISw&... |
Key Stats | ||
NAV 18/07/2022 | SEK 112.91 | |
Day Change | 0.24% | |
Morningstar Category™ | SEK Flexible Allocation | |
ISIN | LU1447715837 | |
Fund Size (Mil) 25/04/2024 | EUR 2089.62 | |
Share Class Size (Mil) 18/07/2022 | SEK 0.91 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 06/02/2024 | 1.29% |
Investment Objective: LO Funds - All Roads Syst. Hdg (SEK) PA |
The Sub-Fund is actively managed. The Sub-Fund is not managed in reference to an index. The Sub-Fund implements an asset allocation strategy in bonds, other fixed or floating-rate debt securities and short-term debt instruments issued or guaranteed by sovereign or non-sovereign issuers, convertible bonds, equities, currencies and/or Cash and Cash Equivalents, denominated in OECD currencies and/or Emerging Market currencies, including CNH and CNY. The instruments described above may be of any credit quality (including below investment-grade securities as described in paragraph 3.2). The Investment Manager uses its discretion with regard to the selection of issuers, markets (in particular, the Sub-Fund may be fully invested in Emerging Markets) and currencies (including Emerging Market currencies). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Sui Kai Wong 31/07/2014 | ||
Alain Forclaz 30/04/2022 | ||
Click here to see others | ||
Inception Date 05/10/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd |
Target Market | ||||||||||||||||||||
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Portfolio Profile for LO Funds - All Roads Syst. Hdg (SEK) PA | 31/12/2023 |
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