LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) PA header image

LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) PA

Fund

ISIN LU0798464904 / Valor 18851453

NAV (2025-12-11)
USD 14.09+0.07%

LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) PA
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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 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
0.06%EUR 8.97
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
0.06%EUR 12.28
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%EUR 13.98
LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) NA
LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) NA LO Funds - Global BBB-BB Fundamental Syst. Hdg (USD) NA Valor: 18851464
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.07%USD 15.46
LO Funds - Global BBB-BB Fundamental (EUR) NA
LO Funds - Global BBB-BB Fundamental (EUR) NA LO Funds - Global BBB-BB Fundamental (EUR) NA Valor: 18850652
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%EUR 14.34
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
0.06%EUR 12.90
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
-0.48%GBP 9.74
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
-0.78%CHF 10.63
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.61%EUR 11.89
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
-0.78%CHF 9.85