LO Funds - Golden Age Syst. Hdg (EUR) PD
ISIN LU0161987739 / Valor 1549083
LO Funds - Golden Age Syst. Hdg (EUR) PD
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General Objective
The fund aims to outperform the MSCI World TR ND index over the long-term by investing in companies that derive a significant portion of their revenues from the ageing population theme.
Fund Exposure
The fund has a bias towards developed markets and focuses on the Healthcare, Consumer, and Financial sectors. It combines a fundamental bottom-up approach with a top-down overlay to create a high conviction portfolio of around 40-60 positions.
Risks
Some of the risks associated with this fund include concentration risk, as investments are concentrated in specific countries, markets, industries, sectors, or asset classes, and emerging market risk, which may expose the fund to difficulties in buying and selling investments in emerging markets.
Source
https://am.lombardodier.com/professional/asset-classes/equities/thematic/golden-age.html
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
