LO Selection - The Balanced (USD) NA
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General Objective
The fund is an actively managed balanced portfolio in USD that aims to generate positive returns of 4% p.a above cash over a full business cycle while limiting the shortfall. It offers a transparent, tax-efficient, and cost-effective solution to access the Private Banking Investment Strategy.
Fund Exposure
The fund can invest globally across all major asset classes in individual securities from high-conviction research lists as well as the best available funds, whether managed by Lombard Odier or by other selected investment managers. The allocation is determined by the Investment Committee and the fund is well diversified in terms of asset class and instruments.
Risks
Some of the risks associated with this fund include credit risk, operational risk, and active management risk. Credit risk arises from significant investments in debt securities, operational risk from internal systems or external events, and active management risk from potential declines in the fund's net asset value due to market developments or security selection. It is important to review the prospectus, Key Information Documents, and reports before making any investment decisions.
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Source
https://am.lombardodier.com/funds?page=6&
Tags:
Globalbalanced
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OTHER SHARE CLASSES OF THIS FUND
LO Selection - The Balanced (USD) MA
LO Selection - The Balanced (USD) MA
LO Selection - The Balanced (USD) MA
Valor: 29317514
Annual Return
-50%0%+50%
Risk level
110
0.42%USD 147.95
LO Selection - The Balanced (USD) MD
LO Selection - The Balanced (USD) MD
LO Selection - The Balanced (USD) MD
Valor: 29317516
Annual Return
-50%0%+50%
Risk level
110
0.42%USD 147.82
LO Selection - The Balanced (USD) IA
LO Selection - The Balanced (USD) IA
LO Selection - The Balanced (USD) IA
Valor: 36346216
Annual Return
-50%0%+50%
Risk level
110
0.42%USD 151.71
LO Selection - The Balanced (USD) PA
LO Selection - The Balanced (USD) PA
LO Selection - The Balanced (USD) PA
Valor: 36346233
Annual Return
-50%0%+50%
Risk level
110
0.41%USD 142.35
LO Selection - The Balanced (USD) ND
LO Selection - The Balanced (USD) ND
LO Selection - The Balanced (USD) ND
Valor: 29317505