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 bondsbloomberg barclays global aggregate - corporatescrossover 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
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
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
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
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
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
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
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
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
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