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LO Funds - Global Resp CorpoRt Fdamental SH CHF NA

Ranked 10 out of 27 in - Global Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Jérôme Collet

Jérôme Collet is a senior portfolio manager and head of the Fundamental Fixed Income Portfolio Management Team. He joined Lombard Odier IM in January 2010. Prior to joining Jérôme was risk manager and quantitative analyst in the euro fixed income investment centre at Fortis Investments in Paris. Following the merger with ABN AMRO Asset Management in 2007, he developed and managed quantitative strategies at the merged organisation in London. Previously, he was a teacher and researcher in finance and statistics at the University of Reims in France. He began his career as a researcher in finance and mathematics at Queensland University of Technology in Australia in 2004. Jérôme earned a PhD in mathematics from the University of Reims in 2003.

Ashton Parker

Ashton Parker is a senior credit analyst and head of the Fundamental Fixed Income Credit Research team. He joined Lombard Odier IM in March 2011. Prior to joining Ashton was a senior credit analyst covering industrials, infrastructure, transport and utilities at Goldman Sachs Asset Management. Previously, he was a senior credit analyst at Insight Investment from 2004 to 2008. Before that, he was a senior credit analyst in the capital markets group of Danske Bank, covering the retail, consumer, industrial and automotive sectors. He began his career at NatWest Group after being sponsored through university, where he held credit-related roles including traditional bank lending, project and corporate finance, head office sanctioning and in the highly regarded internal credit rating unit, from 1992 to 2001. Ashton earned a BSc in banking insurance and finance from the University College of North Wales in 1992.

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 seeks to provide an efficient risk-adjusted return for investors by focusing on the Investment Grade Corporate bond universe.

Showing fund performance in Switzerland View performance globally

Performance

Global Corporates over : 30/06/2017 - 30/06/2018
  • Rank 10/27 Total Return
  • Rank 5/27 Standard Deviation
  • Rank 8/27 Max Drawdown
Fund Name Currency Return
8 Loomis Sayles Global Credit Fund H-S/A (CHF)

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.8%

9 UBS (Lux) Bond S - Glob Corp (USD)(CHFh) I-X-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

10 LO Funds - Global Resp CorpoRt Fdamental SH CHF NA

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

11 PIMCO GIS Global Invt Grade Credit Inv CHF Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

12 CS (CH) Global Corporate Bond Fund ZAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.4%

Fund Name Currency Risk
3 Credit Suisse (Lux) Euro Corporate Bond Fd EBH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

4 HSBC GIF Global Corporate Bond ZQH CHF D

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8

5 LO Funds - Global Resp CorpoRt Fdamental SH CHF NA

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8

6 AXA WF Global Buy and Maintain Credit I C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

7 PIMCO GIS Global Invt Grade Credit Inv CHF Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

Fund Name Currency Loss
6 Loomis Sayles Global Credit Fund H-S/A (CHF)

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.3%

7 UBS (Lux) Bond S - Glob Corp (USD)(CHFh) I-X-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

8 LO Funds - Global Resp CorpoRt Fdamental SH CHF NA

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

9 HSBC GIF Global Corporate Bond ZQH CHF D

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

10 PIMCO GIS Global Invt Grade Credit Inv CHF Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% -1.1%
2017 1.4% 0.5% 0.3% 0.5% 0.1%
2016 4.4% 2.6% 2.6% 1.8% -2.6%
2015 -2.8% 1.6% -3.4% -0.5% -0.5%
2014 7.1% 2.3% 2.1% 0.8% 1.7%
2013 -0.3% 0.3% -2.2% 1.0% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date06/12/2012
  • Share Class size11Mn
  • Base currencyCHF
  • ISIN LU0857974843
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55

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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).