Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

LO Funds - Emerging High Conviction (USD) PA

Ranked 30 out of 222 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Objective

The Sub-Fund aims to generate capital growth over the long term. It mainly invests in equities and equity-related securities of retail and consumer-related companies issued by companies incorporated or exercising a prominent part of their business activities, directly or indirectly, in emerging markets. It seeks to outperform the MSCI Emerging Market index over the long-term.

Showing fund performance in Switzerland View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% -2.1%
2017 31.3% 9.2% 0.6% 9.9% 8.8%
2016 5.3% -3.8% 3.0% 4.1% 2.2%
2015 -8.0% -1.2% -3.8% -6.5% 3.6%
2014 4.3% -4.5% 4.3% 4.1% 0.6%
2013 6.5% 7.3% 1.0% -2.4% 0.7%
2012 18.6% 5.8% 2.4% 5.2% 4.1%

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. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date31/10/2011
  • Share Class size102Mn
  • Base currencyEUR
  • ISIN LU0690088280

Purchase Info

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

Charges

  • Annual management0.85%
  • Initial investment5

Related News

Going online: Lombard Odier signs digital platform partnership

Geneva-based group makes 17 of its funds available on Novia Global Platforms.

Lombard Odier launches long/short US equity fund

Swiss investment firm unveils absolute return strategy designed to tap into five key themes in North American market.

Lombard Odier launches Emerging Consumer fund into UK

The $319.56 million fund, which looks to profit from the the growth of the middle class in developing countries, is now available to British investors. 

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