LO Funds - Global FinTech Syst. NAV Hdg. (EUR). PA Inc header image

LO Funds - Global FinTech Syst. NAV Hdg. (EUR). PA Inc

Fund

ISIN LU2107604402 / Valor 52273676

NAV (2025-04-22)
EUR 12.70+1.97%

LO Funds - Global FinTech Syst. NAV Hdg. (EUR). PA Inc
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General Objective

The fund aims to achieve long-term capital growth by investing in equity securities issued by companies worldwide that are active in the research, development, production, promotion, and/or distribution of digital financial services and/or technologies. It seeks to invest in high-quality companies with sustainable financial models and business practices.

Fund Exposure

The fund is actively managed in reference to the MSCI ACWI Index and may invest in companies across all economic sectors, including Emerging Markets. It focuses on companies involved in digital financial services and technologies, with the ability to evolve and benefit from long-term structural trends. The investment approach is based on fundamental research, and the fund may invest up to 20% of its net assets in shares issued by mainland China-incorporated companies.

Risks

Some of the risks associated with this fund include concentration risk, emerging market risk, and active management risk. Concentration risk arises from investments being focused on a particular country, market, industry, sector, or asset class. Emerging market risk may lead to difficulties in buying and selling investments, as well as exposure to political uncertainty. Active management risk is present due to the reliance on anticipating market developments and security selection, which may not always be successful.

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Source

https://am.lombardodier.com/professional/asset-classes/equities/thematic/fintech.html

Tags:
msci acwi global equity digital finance

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OTHER SHARE CLASSES OF THIS FUND

LO Funds - Global FinTech Seed (USD) NA
LO Funds - Global FinTech Seed (USD) NA LO Funds - Global FinTech Seed (USD) NA Valor: 52266246
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Annual Return

-50%0%+50%

Risk level

110
2.02%USD 15.14
LO Funds - Global FinTech Syst. NAV Hdg. (EUR). PA
LO Funds - Global FinTech Syst. NAV Hdg. (EUR). PA LO Funds - Global FinTech Syst. NAV Hdg. (EUR). PA Valor: 52139374
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Annual Return

-50%0%+50%

Risk level

110
1.98%EUR 12.93
LO Funds - Global FinTech Seed (USD) MA
LO Funds - Global FinTech Seed (USD) MA LO Funds - Global FinTech Seed (USD) MA Valor: 52266237
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Annual Return

-50%0%+50%

Risk level

110
2.01%USD 15.04
LO Funds - Global FinTech Syst. NAV Hdg. (CHF). MA
LO Funds - Global FinTech Syst. NAV Hdg. (CHF). MA LO Funds - Global FinTech Syst. NAV Hdg. (CHF). MA Valor: 52186017
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.98%CHF 12.68
LO Funds - Global FinTech Syst. NAV Hdg. (CHF). MA Acc
LO Funds - Global FinTech Syst. NAV Hdg. (CHF). MA Acc LO Funds - Global FinTech Syst. NAV Hdg. (CHF). MA Acc Valor: 52157856
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Annual Return

-50%0%+50%

Risk level

110
1.97%CHF 12.42
LO Funds - Global FinTech (EUR) IA
LO Funds - Global FinTech (EUR) IA LO Funds - Global FinTech (EUR) IA Valor: 54381009
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Annual Return

-50%0%+50%

Risk level

110
0.88%EUR 12.69
LO Funds - Global FinTech (EUR) MA
LO Funds - Global FinTech (EUR) MA LO Funds - Global FinTech (EUR) MA
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Annual Return

-50%0%+50%

Risk level

110
0.88%EUR 11.55
LO Funds - Global FinTech X1 (EUR) NA
LO Funds - Global FinTech X1 (EUR) NA LO Funds - Global FinTech X1 (EUR) NA
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Annual Return

-50%0%+50%

Risk level

110
0.88%EUR 11.10
LO Funds - Global FinTech Syst. NAV Hdg. (CHF). Seed. NA
LO Funds - Global FinTech Syst. NAV Hdg. (CHF). Seed. NA LO Funds - Global FinTech Syst. NAV Hdg. (CHF). Seed. NA Valor: 52186020
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Annual Return

-50%0%+50%

Risk level

110
1.98%CHF 12.77
LO Funds - Global FinTech Syst. NAV Hdg. (CHF). PA
LO Funds - Global FinTech Syst. NAV Hdg. (CHF). PA LO Funds - Global FinTech Syst. NAV Hdg. (CHF). PA Valor: 52186022
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.97%CHF 12.23