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LO Funds (CH) - Swiss Franc Bond I D

Ranked 28 out of 129 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Managed by

David Perez

Markus Thöny

Marc Van Heems

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 Sub-fund aims for regular income and capital growth by trying to outperform the SBI Global AAA-BBB Index. It invests mainly in bonds and other fixed or floating rate short-term debt securities denominated in Swiss francs (CHF) issued by sovereigns or companies rated between AAA and BBB.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.4% 0.1% 0.3%
2016 1.8% 1.0% 1.8% 0.8% -1.7%
2015 1.2% 1.9% -1.0% -0.3% 0.5%
2014 4.8% 1.5% 1.6% 0.1% 1.6%
2013 0.9% 0.3% -1.1% 1.0% 0.7%
2012 5.5% 1.3% 1.1% 2.2% 0.8%
2011 5.8% 0.3% 1.9% 3.0% 0.6%
2010 3.6% 2.1% 1.4% 1.2% -1.1%
2009 8.5% -0.5% 3.5% 4.8% 0.5%
2008 3.3% 0.2% -1.1% 2.5% 1.7%
2007 1.4% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date26/04/2007
  • Share Class size82Mn
  • Base currencyCHF
  • ISIN CH0029510879

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.20%
  • Initial investment5

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