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LO Funds (CH) - Global Govt Fndm Lg Dur ZD-CHF-SH

Ranked 110 out of 112 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

Salman Ahmed

Salman Ahmed is chief investment strategist at Lombard Odier Investment Managers. He joined the company in January 2013. Prior to joining, Salman was head of global macro at EDF Trading (trading arm of EDF Group). Before that, he was a global macro economist at Goldman Sachs International from 2006 to 2009. Previously, he was an active equity research associate at Barclays Global Investors from 2005 to 2006, as well as at Goldman Sachs, where he completed an internship in 2004. He began his career as an investment analyst at Watson & Wyatt LLP in 2001. Salman earned a master’s degree in economics and finance from University of Cambridge in 2001 and holds a bachelor’s degree in economics from Lahore University of Management Sciences.

Sara Razmpa

Sara Razmpa is a portfolio manager within Lombard Odier’s Fundamental Fixed Income team. Sarah joined the company in November 2012. Prior to joining, Sara was a junior product specialist in the credit structuring team at Credit Suisse. Sara earned a master’s degree in financial engineering and risk management from HEC Lausanne in 2012. She also holds a bachelor’s degree in economics from the University of British Columbia and a bachelor’s degree in electrical and electronics engineering from the University of Tehran. She is a CFA Charterholder.

Yannik Zufferey

Yannik Zufferey has 17 years of investment experience and as CIO of Fixed Income within Lombard Odier Investment Managers, has experience managing a variety of Fixed Income portfolios since he joined the firm in 2004, including within the multi-award winning Swiss Fixed Income team. In addition, Yannik holds an MSc in Mathematical engineering and a PhD in Mathematics from the Swiss Federal Institute of Technology. He initially joined the Firm in 2004 working directly in Patrick Odier’s office, one of the firm’s Senior Managing Partners. This was followed by a period as a quantitative research analyst at GLG Partners LP, where he developed innovative long/short quantitative strategies. He returned to LOIM in 2007 as a specialist for Quantitative Funds and Structured Products. From 2008, he has been a Portfolio Manager for CHF, EUR, GBP and USD Credit portfolios (Investment Grade and Crossover). He began his career as a consultant in the financial risk management group of PwC Consulting in 1999.

Objective

The fund invests in OECD Government bonds (excluding Switzerland). It seeks to offer higher risk-adjusted returns compared with traditional fixed income market cap indices and targets a duration of seven years or more. The investment approach seeks to replicate the LOIM Global Government OECD index.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 30/09/2016 - 30/09/2017
  • Rank 110/112 Total Return
  • Rank 103/112 Standard Deviation
  • Rank 111/112 Max Drawdown
Fund Name Currency Return
108 UBS (CH) Inst Fd-Gl Bds Fisc Strngth Pass CHFh I-X CHF

-4.7%

109 Subvenimus Institutional-Foreign Currency Bonds-A CHF

-5.4%

110 LO Funds (CH) - Global Govt Fndm Lg Dur ZD-CHF-SH

Currency exposure is hedged

Currency exposure is hedged

CHF

-6.5%

111 Allianz Advanced Fixed Income Global Agg PT H2-CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-7.3%

112 bfw bestinvest konservativ in liq CHF

-19.8%

Fund Name Currency Risk
101 Pictet CH Inst-Foreign Bonds-P dy CHF CHF

5.3

101 SWC (CH) BF International (II) NT CHF CHF

5.3

103 LO Funds (CH) - Global Govt Fndm Lg Dur ZD-CHF-SH

Currency exposure is hedged

Currency exposure is hedged

CHF

5.4

104 Migros Bank (Lux) Fonds - InterBond B CHF

5.4

105 PPF - G7 Yield Opportunities Fund CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

5.5

Fund Name Currency Loss
108 Swisscanto (LU) BF Vision International AA CHF

-6.2%

109 Pictet CH Inst-Foreign Bonds-P dy CHF CHF

-6.3%

110 Allianz Advanced Fixed Income Global Agg PT H2-CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-7.3%

111 LO Funds (CH) - Global Govt Fndm Lg Dur ZD-CHF-SH

Currency exposure is hedged

Currency exposure is hedged

CHF

-7.9%

112 bfw bestinvest konservativ in liq CHF

-19.8%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.6% 0.6% 0.0%
2016 1.5% 4.7% 3.9% -0.2% -6.5%
2015 -1.5% 3.6% -6.5% 2.5% -0.7%
2014 16.5% 3.7% 4.2% 2.4% 5.4%
2013 -5.3% -0.2% -3.9% -0.4% -1.0%
2012 2.4% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date28/06/2012
  • Share Class size25Mn
  • Base currencyCHF
  • ISIN CH0185261655
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).