LO Funds - Swiss Franc Credit Bond (Foreign) IA
ISIN LU1577897322 / Valor 35946169
LO Funds - Swiss Franc Credit Bond (Foreign) IA
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General Objective
The fund is an actively managed UCITS portfolio that invests mainly in bonds issued by foreign public and private issuers, denominated in Swiss francs. It aims to outperform the SBI Foreign A-BBB® index over the long-term.
Fund Exposure
The fund's exposure includes a focus on credit risk, sectorial and geographical allocation, as well as issuer and issue selection. The duration is maintained in line with the benchmark, and the investment approach combines top-down allocation decisions with bottom-up bond selection.
Risks
Some of the risks associated with this fund include credit risk, where the default of issuers could impact performance, and liquidity risk, where the fund may not be able to transact at advantageous times or prices due to low liquidity in certain financial instruments. Additionally, concentration risk may also pose a potential threat to the fund's returns.
Source
https://www.loim.com/
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