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

Ranked 12 out of 128 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 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

Performance

Swiss Franc over : 30/11/2016 - 30/11/2017
  • Rank 12/128 Total Return
  • Rank 28/128 Standard Deviation
  • Rank 6/128 Max Drawdown
Fund Name Currency Loss
4 SWC Swiss Red Cross Charity Fund A CHF

-0.3%

5 CSIMF Medium Term Bonds CHF DA CHF

-0.3%

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

-0.3%

6 Base Investments Bonds CHF CHF

-0.3%

8 LO Selection The Global Fixed Income Opp SH CHF PA

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.5% 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 size338Mn
  • Base currencyCHF
  • ISIN CH0036282942

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment5

Related News

Swiss bond outperformer makes the case for crossover credits

Citywire + rated Yannik Zufferey sees opportunities emerging in the previously under-serviced non-investment grade corporates space.

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