LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MA header image

LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MA

Fund

ISIN LU0866419764 / Valor 20285987

NAV (2025-03-28)
USD 24.17+0.06%

LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) MA
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General Objective

The fund is a long-only corporate bond fund that aims to achieve higher risk-adjusted returns than traditional investment grade indices by investing mainly in EUR denominated investment grade corporate bonds using a best-in-class approach to Sustainable investing.

Fund Exposure

The fund invests in EUR denominated investment grade corporate bonds and applies a best-in-class approach to Sustainable investing. It maintains an Investment Grade (IG) average portfolio rating and seeks to achieve higher risk-adjusted returns by allocating to sectors and companies based on fundamental criteria, including extra financial data such as ESG, carbon intensity, and controversies.

Risks

One of the risks associated with this fund is liquidity risk, where a significant level of investment in financial instruments with low liquidity may result in the fund not being able to transact at advantageous times or prices, potentially leading to reduced returns.

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Source

https://www.loim.com/

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) PA
LO Funds - Euro BBB-BB Fundamental (EUR) PA LO Funds - Euro BBB-BB Fundamental (EUR) PA Valor: 11762031
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Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 13.57
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
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Annual Return

-50%0%+50%

Risk level

110
0.06%GBP 9.90
LO Funds - Euro BBB-BB Fundamental (EUR) RA
LO Funds - Euro BBB-BB Fundamental (EUR) RA LO Funds - Euro BBB-BB Fundamental (EUR) RA Valor: 12038108
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Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 12.61
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (GBP) MA
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Annual Return

-50%0%+50%

Risk level

110
0.06%GBP 13.73
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
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Annual Return

-50%0%+50%

Risk level

110
0.06%GBP 13.00
LO Funds - Euro BBB-BB Fundamental (EUR) RD
LO Funds - Euro BBB-BB Fundamental (EUR) RD LO Funds - Euro BBB-BB Fundamental (EUR) RD Valor: 20462028
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Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 10.88
LO Funds - Euro BBB-BB Fundamental (EUR) PD Quarterly
LO Funds - Euro BBB-BB Fundamental (EUR) PD Quarterly LO Funds - Euro BBB-BB Fundamental (EUR) PD Quarterly Valor: 20461694
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Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 10.92
LO Funds - Euro BBB-BB Fundamental (EUR) MA
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Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 14.34
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
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Annual Return

-50%0%+50%

Risk level

110
0.06%USD 17.64
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) MA
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) MA LO Funds - Euro BBB-BB Fundamental Syst. Hdg (CHF) MA Valor: 20283719
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Annual Return

-50%0%+50%

Risk level

110
0.05%CHF 16.55