LO Funds - Asia Investment Grade Bond (SGD) Syst. NAV Hedged MA
ISIN LU2379471266 / Valor 11327234
LO Funds - Asia Investment Grade Bond (SGD) Syst. NAV Hedged MA
UMushroom community rating:
General Objective
The fund is a long-only bond fund focused on Asia Pacific issuers in hard currency. It aims to generate returns from interest accrued and capital appreciation from yield and credit spread compression. The fund follows an unconstrained allocation approach and value-orientation in security selection.
Fund Exposure
The fund invests across the debt capital structure (senior, subordinate) and debt classes (sovereigns, corporates, financials). It actively invests in Investment Grade securities and has 30% allowable limits for non-Asian issuers. The fund is actively managed in reference to the JP Morgan JACI Investment Grade.
Risks
Some of the risks associated with this fund include credit risk, liquidity risk, and emerging market risk. Credit risk arises from a significant level of investment in debt securities, while liquidity risk may impact the fund's ability to transact at advantageous times or prices. Emerging market risk is present due to significant investments in emerging markets, which may lead to difficulties in buying and selling investments.
Source
https://am.lombardodier.com/professional/asset-classes/fixed-income/regional/asia-investment-grade.html
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