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

Ranked 51 out of 128 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.

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 : 30/06/2017 - 30/06/2018
  • Rank 51/128 Total Return
  • Rank 78/128 Standard Deviation
  • Rank 43/128 Max Drawdown
Fund Name Currency Return
50 AXA Swiss Institutional Fund - Bonds Global Ex CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.4%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.4%

52 Value Global Bond CHF CHF

-0.5%

53 BIFS Global ex-Switzerland Sov Scr Bond X CHF CHF

-0.5%

Fund Name Currency Risk
76 AXA IM WaveCatBondsA Cap CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

3.0

77 Piguet Global Fund International Bond CHF C Cap CHF

3.1

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

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1

79 CS (Lux) Multimanager Enhanced FxInc USD FdEBHC

Currency exposure is hedged

Currency exposure is hedged

CHF

3.4

80 CS (Lux) Credit Special Situation Fund QAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.5

Fund Name Currency Loss
41 Vontobel Fund - Global Bond HS ACCU CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

41 SWC (LU) PF Responsible Relax (CHF) AA CHF

-2.5%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

44 Pilatus Invest Income CHF Klasse B CHF

-2.5%

44 LUKB Expert-Obligationen Fremdwaehrungen -V- CHF

-2.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% -0.7%
2017 0.4% -0.6% 0.6% 0.0% 0.4%
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 size22Mn
  • Base currencyCHF
  • ISIN CH0185261655
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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