LO Funds - Absolute Return Bond

Overview

Fund Strategy Credit
Fund Geography Global
Investment Advisor Lombard Odier Investment Managers
Portfolio Manager G. Macintosh, G. Peterkin, F. Belak, R. Strype
Fund Currency EUR
Fund AUM €30.5m
Fund AUM (GBP) £27m
Fund AUM as of 19 April 2018
Fund Inception 11 June 2010
Fund Indices AH Credit UCITS Index

Fund Objective

LO Funds - Absolute Return Bond is an actively managed UCITS portfolio. Its fixed income investment strategy has been in place since July 2010. It invests in fixed income instruments and currencies in developed and emerging markets, through highly liquid long and short positions including listed and over-the-counter derivatives as well as cash instruments. It seeks to deliver absolute returns uncorrelated to credit and interest rate cycles. It implements a multi-portfolio manager approach where capital is allocated to several fixed income specialists focusing on delivering uncorrelated sources of alpha. A structural portfolio allocation led by the fixed income CIO implements the highest conviction strategies and top-down views. Risk management focuses, among other things, on limiting drawdowns and preserving capital through the use of hard stop losses.

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