LO Funds - Asia Investment Grade Bond (USD) IA
ISIN LU2083909536 / Valor null
LO Funds - Asia Investment Grade Bond (USD) IA
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
Key risks associated with this fund include credit risk, liquidity risk, and emerging market risk. Credit risk arises from significant investments in debt securities, liquidity risk from low liquidity financial instruments, and emerging market risk from exposure to difficulties in buying and selling investments in emerging markets.
Source
https://am.lombardodier.com/professional/asset-classes/fixed-income/regional/asia-investment-grade.html
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
