LO Funds - Convertible Bond Syst. Hdg (USD) PA
ISIN LU0871572292 / Valor 20324275
LO Funds - Convertible Bond Syst. Hdg (USD) PA
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General Objective
The fund is an actively managed long-only global convertible bond strategy that seeks to deliver asymmetrical performance over the medium to long-term, profiting from equity market upturns while benefiting from the downside protection of a fixed income structure with reduced volatility.
Fund Exposure
The fund primarily invests in global convertible bonds with a balanced profile. The investment approach combines in-depth fundamental and technical research, focusing on 'top-down' economic analysis and 'bottom-up' stock selection. The fund has a minimum issue size requirement for liquidity purposes and seeks investments with a minimum credit rating of B.
Risks
Some of the risks associated with this fund include credit risk, operational risk, and risks related to asset safekeeping. Credit risk arises from a significant level of investment in debt securities, while operational risk may result from human error, inadequate internal systems, or external events.
Source
https://am.lombardodier.com/de/de/professional/asset-classes/convertibles/global-convertible-bonds.html
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