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Lo Funds - World Brands Fund Syst. Nav Hdg (chf) P A (0P0001DKQS)

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316.668 -1.300    -0.41%
25/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 885.05M
Type:  Fund
Market:  Luxembourg
ISIN:  LU1809979898 
Asset Class:  Equity
Lombard Odier Funds - Global Prestige P CHF SYST N 316.668 -1.300 -0.41%

0P0001DKQS Overview

 
On this page you'll find an in-depth profile of Lo Funds - World Brands Fund Syst. Nav Hdg (chf) P A. Learn about the key management, total assets, investment strategy and contact information of 0P0001DKQS among other information.
Category

Sector Equity Other

Total Assets

885.05M

Expenses

2.22%

Inception Date

Jun 25, 2018

Investment Strategy

The Sub-Fund is actively managed. The MSCI World TR ND index is used for performance comparison as well as for internal risk monitoring purposes, without implying any particular constraints to the Sub-Fund’s investments. Securities targeted by the Sub-Fund can be similar to those of the index to an extent that varies over time but their weighting is expected to differ materially. The performance of the Sub-Fund may deviate materially from that of the index. The Sub-Fund seeks to invest in high quality companies with sustainable financial models, business practices and business models showing resilience and the ability to evolve and benefit from long term structural trends using LOIM proprietary ESG and Sustainability Profiling tools and methodologies.

Contact Information

Address 291, route d’Arlon
Luxembourg, L-1150
Luxembourg
Phone 00352 27 78 5000

Top Executives

Name Title Since Until
Andrew Gowen - 2020 Now
Juan Mendoza Equity Analyst, Portfolio Manager 2018 Now
Biography Juan Manuel Mendoza joined Clariden Leu (former Clariden) in 2006 as an equity analyst and portfolio manager. He started his career as a stockbroker in 1997 with the institutional equity division of Salomon Smith Barney, Zurich and New York and thereafter worked as a strategy analyst with Bank Julius Bär in Zurich. He holds an M.B.A. in Corporate Finance from the Goizueta Busness School at Emory University in Atlanta, USA.
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