Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Fund in focus: Lombard Odier's CHF 1.64bn global equity fund

The fund has returned more than double the sector average over the past three years.

Fund managers:

Citywire AAA-rated managers Mark Ferguson (pictured) and Miguel Nogales manage the Lombard Odier Generation Global fund. 

Both Ferguson and Nogales are no stranger to the AAA club, with the duo maintaining a AAA rating since December 2017.  

In March 2018 the pair were nominated as the top asset managers in the Equity - Global category of the Citywire Switzerland awards. 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Fund managers:

Citywire AAA-rated managers Mark Ferguson (pictured) and Miguel Nogales manage the Lombard Odier Generation Global fund. 

Both Ferguson and Nogales are no stranger to the AAA club, with the duo maintaining a AAA rating since December 2017.  

In March 2018 the pair were nominated as the top asset managers in the Equity - Global category of the Citywire Switzerland awards. 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Fund performance:

Fund size: CHF 1.64 billion

Launch date: 29 May 2009

Fund managers: Mark Ferugson and Miguel Nogales

Performance over three years: 65% as of 31 August 2018

This long-only equity strategy seeks to outperform the MSCI World index over the long term. It integrate ESG criteria, uses a bottom-up research process to select stocks. 

In the three years to August 2018 it outperformed the sector average by 35.7 percentage points, and ranks fourth out of all Citywire-rated global equity funds. 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Portfolio structure:

Healthcare: 25.4%

IT: 24.2%

Industrials: 20.4%

Financials: 7.8%

Consumer staples: 5.6%

The fund primarily plays the healthcare and IT sectors, investing 64.7% in US companies. Other regions include Taiwan (6.5%), Netherlands (5%) and the UK (2.6%).

Its top holding include Taiwan Semiconductor (6.5%), Henry Schein (5.7%), Unilever (5%), Cooper Companies (4.5%) and Dentsply Sirona (4.4%).

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.