LO Funds - Euro BBB-BB Fundamental (EUR) PD Quarterly header image

LO Funds - Euro BBB-BB Fundamental (EUR) PD Quarterly

Fund

ISIN LU0878857985 / Valor 20461694

NAV (2025-12-10)
EUR 11.03-0.05%

LO Funds - Euro BBB-BB Fundamental (EUR) PD Quarterly
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LO Funds Euro BBB-BB Fundamental is an actively managed corporate bond fund that primarily invests in investment-grade EUR-denominated corporate bonds. The fund employs a best-in-class sustainable investing strategy, selecting bonds based on fundamental criteria such as environmental, social, and governance (ESG) factors, carbon intensity, and company controversies. By conducting thorough credit analysis and focusing on both financial and extra-financial information, the fund aims to achieve higher risk-adjusted returns compared to traditional investment-grade benchmarks, while maintaining a strong average portfolio rating.

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Tags:
sustainable investing corporate bonds bloomberg barclays euro-aggregate corporates

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OTHER SHARE CLASSES OF THIS FUND

LO Funds - Euro BBB-BB Fundamental (EUR) NA
LO Funds - Euro BBB-BB Fundamental (EUR) NA LO Funds - Euro BBB-BB Fundamental (EUR) NA Valor: 12038113
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%EUR 15.26
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) NA
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) NA LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) NA Valor: 12038149
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%CHF 17.34
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MD
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MD LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MD Valor: 20285989
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%USD 17.95
LO Funds - Euro BBB-BB Fundamental (EUR) IA
LO Funds - Euro BBB-BB Fundamental (EUR) IA LO Funds - Euro BBB-BB Fundamental (EUR) IA Valor: 35804587
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%EUR 15.32
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) PD
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) PD LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) PD Valor: 12749595
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%GBP 10.06
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) IA
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) IA LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) IA Valor: 35804543
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%CHF 17.39
LO Funds - Euro BBB-BB Fundamental (EUR) MD
LO Funds - Euro BBB-BB Fundamental (EUR) MD LO Funds - Euro BBB-BB Fundamental (EUR) MD Valor: 20284332
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%EUR 11.40
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) MA
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) MA LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) MA Valor: 20284356
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%GBP 14.34
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MA
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MA LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MA Valor: 20285987
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%USD 25.31
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) PA
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) PA LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) PA Valor: 12749591
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%GBP 13.52