LO Funds - Global FinTech Syst. NAV Hdg. (EUR). PA Inc
ISIN LU2107604402 / Valor 52273676
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.
Source
https://am.lombardodier.com/professional/asset-classes/equities/thematic/fintech.html
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