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LO Funds (CH) - Swiss Franc Credit Bond I D

Ranked 22 out of 122 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.


The fund invests mainly in bonds issued by Swiss and foreign public and private issuers, denominated in Swiss francs. It seeks to outperform the SBI Global A-BBB index (registered trademark of SIX Swiss Exchange AG) over the long-term. The investment approach focuses on several sources of performance including the level of credit risk, the sectorial and geographical allocation as well as the issuers and issues selection.

Showing fund performance in Switzerland View performance globally


Swiss Franc over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% -0.4%
2017 1.5% 0.5% 0.3% 0.3% 0.3%
2016 2.0% 0.3% 1.7% 1.2% -1.2%
2015 0.9% 1.8% -0.6% -1.0% 0.7%
2014 4.1% 1.6% 1.7% -0.4% 1.2%
2013 2.8% 0.8% -0.7% 1.6% 1.0%
2012 7.9% 2.9% 1.0% 2.5% 1.3%
2011 3.3% 1.2% 1.7% -0.2% 0.6%
2010 3.5% 2.4% 0.0% 1.7% -0.6%
2009 10.8% -1.6% 5.6% 5.6% 0.9%
2008 1.5% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date02/06/2008
  • Share Class size364Mn
  • Base currencyCHF
  • ISIN CH0036282942

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0


  • Annual management0.30%
  • Initial investment0.3

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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).