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

Ranked 105 out of 112 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 : 30/09/2016 - 30/09/2017
  • Rank 105/112 Total Return
  • Rank 49/112 Standard Deviation
  • Rank 82/112 Max Drawdown
Fund Name Currency Return
103 Vaudoise Vie Umbrella Fund - Bond Global IV CHF

-4.3%

104 PPF - G7 Yield Opportunities Fund CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.3%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.4%

106 Swisscanto (LU) BF Vision International AA CHF

-4.4%

107 Vontobel Fd (CH) Prof Inv Sust Gl Bd ex CHF Conc S CHF

-4.5%

Fund Name Currency Risk
48 CSIMF Global Bonds Core ZAH

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8

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

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8

50 BGF World Bond X2 CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8

51 BPSA Obligations CHF CHF

2.9

Fund Name Currency Loss
80 CSIMF Global Bonds ex Securitized ZAH

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.2%

81 Julius Baer Fixed Income Gl High Ivt Grade CHF Bh

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.2%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.4%

83 New Capital Institutional Fund - Foreign Bond CHF

-4.5%

84 BIFS Global ex-Switzerland Sov Scr Bond X CHF CHF

-4.6%

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).