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LO Funds - Em Local Curr Bond Fndm (CHF) P A

Ranked 7 out of 28 in - Emerging Markets Global Local Currency 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 Sub-Fund aims to generate regular income and potentially capital growth. It invests mainly in: debt instruments issued in local or major currencies by governments, companies, and other entities in emerging markets. These may have a rating of below BBB ("below investment grade"); currencies, including emerging currencies; financial derivatives providing exposure to individual debt instruments and currencies, including emerging currencies.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Local Currency over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.8% -5.7%
2017 6.6% 3.4% -1.5% 3.5% 1.1%
2016 8.2% 3.1% 3.5% 2.1% -0.7%
2015 -11.9% -4.6% -5.3% -4.2% 1.7%
2014 0.4% -2.1% 2.8% 2.9% -3.0%
2013 -11.0% 4.2% -6.8% -5.7% -2.8%
2012 8.0% 2.1% 2.7% 3.1% -0.1%
2011 -3.7% 0.0% -6.1% -0.7% 3.3%
2010 -1.7% -4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date17/05/2010
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU0504823591

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).