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LO Funds - Global Government Fndm S Hdg (CHF) NA

Ranked 109 out of 118 in - Global 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.

Nic Hoogewijs

Nic Hoogewijs is a portfolio manager within Lombard Odier’s Fundamental Fixed Income team. He joined the company in June 2015. Prior to joining, Nic was a London-based portfolio manager in the Global rates team at FFTW/BNP Paribas Investment Partners. Previously, he was a portfolio manager in the Euro fixed income team at Fortis Investments in Paris from 2002 to 2008. He began his career at Fortis Investments in 2000 as part of the graduate programme. Nic earned a master’s degree in finance from the University of Durham in 2000 and holds a bachelor’s degree in economics from the University of Ghent, Belgium. He is a CFA Charterholder.

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 invests in bonds, other fixed or floating-rate debt securities and short-term debt securities issued or guaranteed by governments that are OECD members (not including Switzerland, Luxembourg and Iceland).

Showing fund performance in Switzerland View performance globally

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 109/118 Total Return
  • Rank 36/118 Standard Deviation
  • Rank 56/118 Max Drawdown
Fund Name Currency Return
107 SWC (LU) PF Green Invest Income AT CHF

-0.5%

108 Vanguard Global Short-Term Bond Inv CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

109 LO Funds - Global Government Fndm S Hdg (CHF) NA

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

110 NEW CAPITAL FUND LUX-Global Dynamic CHF (hedged) A

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

111 MAP Fd Mgt-Sustainable Global Bonds CHF-I CHF

-1.4%

Fund Name Currency Risk
34 Goldman Sachs Glo Strat Inc Bond Pf OCS Acc CHF-H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

34 Raiffeisen Futura Global Bond A CHF

1.7

36 LO Funds - Global Government Fndm S Hdg (CHF) NA

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

36 Goldman Sachs Glo Fix Inc Pf (Hdg) P Acc CHF-H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

36 Wellington Global Bond CHF S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

Fund Name Currency Loss
54 UBS (CH) Inst Fd - Global Bonds Divers I-X CHF

-0.9%

55 CSIMF Global Bonds ex Securitized ZAH

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

56 LO Funds - Global Government Fndm S Hdg (CHF) NA

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

57 CSIMF International Bonds ZAH

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.0%

58 SWC (CH) Portfolio Fund I - Relax AA CHF CHF

-1.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.6% -0.1% -0.2%
2016 0.3% 2.5% 1.7% -0.3% -3.5%
2015 -2.1% 1.3% -3.6% 1.1% -0.8%
2014 1.7% 1.7% 2.4%

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

Fund Info

  • Launch date06/03/2014
  • Share Class size08Mn
  • Base currencyCHF
  • ISIN LU0765757975
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.38%

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