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LO Funds - Swiss Franc Credit Bond (Fgn) (CHF) P A

Ranked 29 out of 129 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 Sub-Fund aims to generate regular income and capital growth. It mainly invests in bonds, other fixed or floating-rate debt securities and short-term debt securities denominated in CHF and grated from A to BBB or equivalent. The Sub-Fund invests in securities issued by foreign governments and companies. Up to one-thid of the assets may be invested in non-investment grade debt securities (rated not lower than B).

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.1% -0.1% 0.1%
2016 1.2% 0.5% 1.3% 0.5% -1.1%
2015 -0.5% 1.4% -0.7% -1.9% 0.8%
2014 3.0% 1.2% 1.6% -0.6% 0.8%
2013 2.2% 0.7% -0.7% 1.4% 0.8%
2012 7.9% 3.6% 0.7% 2.4% 1.0%
2011 1.4% 1.2% 1.2% -1.0% 0.1%
2010 2.3% 2.2% -0.8% 1.8% -0.9%
2009 9.1% -3.0% 5.1% 6.5% 0.6%
2008 -2.9% -2.6% 0.0% 0.6% -0.8%
2007 -2.8% -0.4% -2.8% 0.4% 0.0%
2006 -0.3% -1.4% -1.1% 2.6% -0.3%
2005 1.6% 0.8% 1.3% 0.3% -0.7%
2004 2.7% 1.6% -1.9% 2.0% 1.0%
2003 0.8% -0.4% 1.3% -0.4% 0.4%
2002 2.0% 2.9% 2.0%

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. Spain
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date25/01/2002
  • Share Class size39Mn
  • Base currencyCHF
  • ISIN LU0137076930

Purchase Info

  • Min. initial investment3,500
  • Min. regular additional investment0

Charges

  • Annual management0.35%

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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).