LO Funds - World Brands Fund (USD) I D header image

LO Funds - World Brands Fund (USD) I D

Fund

ISIN LU1809977330 / Valor 41323756

NAV (2025-02-07)
USD 478.01-0.88%

LO Funds - World Brands Fund (USD) I D
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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.

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Source

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

Tags:
msci world global equity luxury brands

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OTHER SHARE CLASSES OF THIS FUND

LO Funds - World Brands Fund Syst. NAV Hdg (USD) N A
LO Funds - World Brands Fund Syst. NAV Hdg (USD) N A LO Funds - World Brands Fund Syst. NAV Hdg (USD) N A Valor: 41326382
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Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 3,618.29
LO Funds - World Brands Fund (EUR) P A
LO Funds - World Brands Fund (EUR) P A LO Funds - World Brands Fund (EUR) P A Valor: 41326198
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Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 811.21
LO Funds - World Brands Fund (EUR) M A
LO Funds - World Brands Fund (EUR) M A LO Funds - World Brands Fund (EUR) M A Valor: 41326101
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Annual Return

-50%0%+50%

Risk level

110
-0.64%EUR 319.25
LO Funds - World Brands Fund Syst. NAV Hdg (CHF) P A
LO Funds - World Brands Fund Syst. NAV Hdg (CHF) P A LO Funds - World Brands Fund Syst. NAV Hdg (CHF) P A Valor: 41326296
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Annual Return

-50%0%+50%

Risk level

110
-0.66%CHF 335.34
LO Funds - World Brands Fund (USD) M D
LO Funds - World Brands Fund (USD) M D LO Funds - World Brands Fund (USD) M D Valor: 41323759
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Annual Return

-50%0%+50%

Risk level

110
-0.88%USD 474.52
LO Funds - World Brands Fund Syst. NAV Hdg (CHF) M D
LO Funds - World Brands Fund Syst. NAV Hdg (CHF) M D LO Funds - World Brands Fund Syst. NAV Hdg (CHF) M D Valor: 41326274
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.65%CHF 289.06
LO Funds - World Brands Fund (USD) N A
LO Funds - World Brands Fund (USD) N A LO Funds - World Brands Fund (USD) N A Valor: 41323764
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Annual Return

-50%0%+50%

Risk level

110
-0.88%USD 477.30
LO Funds - World Brands Fund (USD) P A
LO Funds - World Brands Fund (USD) P A LO Funds - World Brands Fund (USD) P A Valor: 41325931
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.89%USD 446.98
LO Funds - World Brands Fund Syst. NAV Hdg (USD) M A
LO Funds - World Brands Fund Syst. NAV Hdg (USD) M A LO Funds - World Brands Fund Syst. NAV Hdg (USD) M A Valor: 41326438
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 357.11
LO Funds - World Brands Fund (EUR) N A
LO Funds - World Brands Fund (EUR) N A LO Funds - World Brands Fund (EUR) N A Valor: 41326135
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%EUR 417.02