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LO Funds Emerging Equity Factor Enhanced, (USD) PA

Ranked 188 out of 221 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Objective

A Sub-Fund invested, at least two-thirds (2/3rds) of its portfolio, in equity securities issued by companies incorporated or exercising a prominent part of their business activities in the Emerging Market countries as listed in the MSCI Emerging Market Index. Up to one-third (1/3rd) of the portfolio may be invested in equity securities issued by other companies. The Sub-Fund may be invested in bonds convertible into equities, up to 10% of its Portfolio.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 23.0% 9.8% -1.3% 5.4% 7.7%
2016 7.2% 1.2% 0.9% 5.9% -0.9%
2015 -18.5% -2.7% -5.3% -12.3% 0.9%
2014 7.2% 1.0% 6.3% 3.5% -3.5%
2013 -10.1% 4.1% -8.3% -3.6% -2.3%
2012 19.0% 12.5% -3.0% 6.4% 2.4%
2011 -18.8% -0.6% -8.0% -15.5% 5.1%
2010 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size08Mn
  • Base currencyEUR
  • ISIN LU0293415914

Purchase Info

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

Charges

  • Annual management0.65%
  • Initial investment5

Related News

LOIM bolsters manager line-up on two risk parity funds

Geneva-based asset management appoints co-manager on global and emerging market equity funds.

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