LO Funds - All Roads Conservative Syst. Hdg (GBP) MARegister to Unlock Ratings |
Performance History | 31/03/2021 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | 6.8 | 0.5 | -0.7 | |
+/-Cat | - | - | -2.3 | -3.4 | - | |
+/-B’mrk | - | - | - | -4.7 | - | |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 31/03/2021 | GBP 10.66 | |
Day Change | 0.06% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1514038675 | |
Fund Size (Mil) 10/05/2024 | EUR 611.08 | |
Share Class Size (Mil) 31/03/2021 | GBP 0.06 | |
Max Initial Charge | - | |
Ongoing Charge 06/02/2024 | 0.68% |
Investment Objective: LO Funds - All Roads Conservative Syst. Hdg (GBP) 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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Sui Kai Wong 17/01/2017 | ||
Alain Forclaz 30/04/2022 | ||
Click here to see others | ||
Inception Date 17/12/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for LO Funds - All Roads Conservative Syst. Hdg (GBP) MA | 31/03/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|