LO Funds - Global BBB-BB Fundamental (EUR) NA header image

LO Funds - Global BBB-BB Fundamental (EUR) NA

Fund

ISIN LU0798463096 / Valor 18850652

NAV (2025-11-17)
EUR 14.43+0.14%

LO Funds - Global BBB-BB Fundamental (EUR) NA
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LO Funds Global BBB-BB Fundamental is an actively managed global corporate bond fund that invests primarily in investment-grade bonds denominated in euros, British pounds, and US dollars. The fund focuses on sustainable investing by selecting high-quality bonds based on comprehensive fundamental criteria, including environmental, social, and governance (ESG) factors, carbon intensity, and lack of controversies. By using a best-in-class approach and forward-looking credit analysis, it aims to build a diversified portfolio that seeks to deliver higher risk-adjusted returns compared to traditional investment grade bond indices.

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Tags:
corporate bonds bloomberg barclays global aggregate - corporates crossover bonds

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OTHER SHARE CLASSES OF THIS FUND

LO Funds - Global BBB-BB Fundamental (EUR) MA
LO Funds - Global BBB-BB Fundamental (EUR) MA LO Funds - Global BBB-BB Fundamental (EUR) MA Valor: 20293547
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Annual Return

-50%0%+50%

Risk level

110
0.14%EUR 14.07
LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) MA
LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) MA LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) MA Valor: 20293544
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.04%EUR 12.25
LO Funds - Global BBB-BB Fundamental (GBP) ND
LO Funds - Global BBB-BB Fundamental (GBP) ND LO Funds - Global BBB-BB Fundamental (GBP) ND Valor: 18851439
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Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 10.22
LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) IA
LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) IA LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) IA Valor: 35946427
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Annual Return

-50%0%+50%

Risk level

110
0.04%EUR 12.87
LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) MD
LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) MD LO Funds - Global BBB-BB Fundamental Syst. Hdg (EUR) MD Valor: 20293546
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.04%EUR 9.27
LO Funds - Global BBB-BB Fundamental (CHF) MA
LO Funds - Global BBB-BB Fundamental (CHF) MA LO Funds - Global BBB-BB Fundamental (CHF) MA Valor: 20293527
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Annual Return

-50%0%+50%

Risk level

110
0.28%CHF 10.58
LO Funds - Global BBB-BB Fundamental (EUR) RA
LO Funds - Global BBB-BB Fundamental (EUR) RA LO Funds - Global BBB-BB Fundamental (EUR) RA Valor: 18850643
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Annual Return

-50%0%+50%

Risk level

110
0.13%EUR 11.97
LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) PA
LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) PA LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) PA Valor: 18851453
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.04%USD 14.04
LO Funds - Global BBB-BB Fundamental (CHF) PA
LO Funds - Global BBB-BB Fundamental (CHF) PA LO Funds - Global BBB-BB Fundamental (CHF) PA Valor: 18850742
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.27%CHF 9.81
LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) MA
LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) MA LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) MA Valor: 20293643
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Annual Return

-50%0%+50%

Risk level

110
0.04%USD 15.14