LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) PA
ISIN LU0611911867 / Valor 12749612
LO Funds - Euro BBB-BB Fundamental Syst. Hdg (USD) PA
UMushroom community rating:
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.
Source
https://www.loim.com/
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
