Lombard Odier Selection - US Equity Syst Hdg GBP MA
ISIN LU2636429701 / Valor null
Lombard Odier Selection - US Equity Syst Hdg GBP MA
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General Objective
The fund is a long-only core US equity strategy fund that aims to provide exposure to a portfolio of 50-70 US stocks diversified across industries and market capitalization. The investment manager expects to deliver performance above the benchmark in a robust risk management framework.
Fund Exposure
The fund generally invests in securities within the MSCI USA net total return Index (the "Benchmark"). The investment manager combines top-down and bottom-up inputs to construct the portfolio, leveraging macro views on markets, valuation, and trends with equity research and selection capabilities.
Risks
Some of the risks associated with this fund include concentration risk, active management risk, and financial, economic, regulatory, and political risks. Concentration risk arises from investments being concentrated in a particular country, market, industry, sector, or asset class, while active management risk involves the fund not being invested in the highest-performing markets or securities at any given time. Financial, economic, regulatory, and political risks are also factors that can impact the fund's performance.
Source
https://am.lombardodier.com/funds?page=6&
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