LO Funds - World Brands Fund Syst. NAV Hdg, (GBP) PA
ISIN LU1809980805 / Valor 41326437
LO Funds - World Brands Fund Syst. NAV Hdg, (GBP) PA
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General Objective
The fund aims to outperform the MSCI World Index over an economic cycle by investing in high quality companies with sustainable financial models, business practices, and business models showing resilience and the ability to benefit from long-term structural trends.
Fund Exposure
The fund is exposed to thematic equities, focusing on consumers at the crossroads of key long-term structural growth trends such as global demographic shifts, lifestyle changes, and disruptive distribution channels. The portfolio consists of 30 to 60 stocks diversified across global brands, upcoming brands, and digital brands.
Risks
Some of the risks associated with this fund include concentration risk, where investments are concentrated in a particular country, market, industry, sector, or asset class, and emerging market risk, which may expose the fund to difficulties when buying and selling investments in emerging markets.
Source
https://am.lombardodier.com/professional/asset-classes/equities/thematic/world-brands.html
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