LO Funds - All Roads Conservative Syst. Hdg (CHF) MARegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.8 | -0.8 | 5.1 | 6.5 | -3.5 | |
+/-Cat | -2.2 | -2.6 | 7.3 | -1.2 | -0.3 | |
+/-B’mrk | -2.3 | -1.8 | 11.2 | -9.4 | -1.6 | |
Category: CHF Cautious Allocation | ||||||
Category Benchmark: Cat 75%Citi SwissGBI&25%MSC... |
Key Stats | ||
NAV 18/04/2024 | CHF 10.55 | |
Day Change | 0.23% | |
Morningstar Category™ | CHF Cautious Allocation | |
ISIN | LU1514037511 | |
Fund Size (Mil) 18/04/2024 | EUR 648.28 | |
Share Class Size (Mil) 18/04/2024 | CHF 3.25 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 06/02/2024 | 0.69% |
Investment Objective: LO Funds - All Roads Conservative Syst. Hdg (CHF) MA |
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 17/01/2017 | ||
Alain Forclaz 30/04/2022 | ||
Click here to see others | ||
Inception Date 25/09/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Cat 75%Citi SwissGBI&25%MSCI Wld Free NR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for LO Funds - All Roads Conservative Syst. Hdg (CHF) MA | 29/02/2024 |
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