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LO Funds - Swiss Franc Bond (Foreign) P A

Ranked 70 out of 122 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Managed by

David Perez

Markus Thöny

Marc Van Heems

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 mainly invests in bonds, other fixed or floating-rate debt securities and short-term debt securities denominated in CHF and issued by high quality minimum rating A) sovereign, corporate or other issuers. The issue selection process and portfolio positioning is mainly driven by fundamental research of sectors and issuers, as well as duration and yield-curve analysis.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -0.8%
2017 0.3% 0.2% -0.1% 0.1% 0.1%
2016 1.6% 0.7% 1.2% 0.5% -0.8%
2015 -0.5% 1.1% -0.8% -1.5% 0.8%
2014 1.2% -0.5% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date06/03/2014
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN LU0995144424

Purchase Info

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

Charges

  • Annual management0.30%

Related News

Swiss bond outperformer makes the case for crossover credits

Citywire + rated Yannik Zufferey sees opportunities emerging in the previously under-serviced non-investment grade corporates space.

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