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LO Funds - US Responsible Equity Enhanced

LOUSGMA:LX
12.54
GBP
0.03
0.23%
As of 2/22/2018
Fund Type
SICAV
52Wk Range
11.52 - 13.39
1 Yr Return
6.97%
YTD Return
-1.97%
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Previous Close
12.51
52Wk Range
11.52 - 13.39
1 Yr Return
7.37%
YTD Return
-1.97%
Fund Type
SICAV
Objective
United States
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/22/2018)
12.5413
Total Assets (m USD) (on 02/22/2018)
148.364
Inception Date
06/30/2015
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
ALEXEY MEDVEDEV / NICOLAS MIESZKALSKI
Front Load Fee
5.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.85%
Expense Ratio
0.90%

Top Fund Holdings

Name Position Value % of Fund
132.65 k 4.15 m 2.35
23.81 k 3.63 m 2.06
22.52 k 3.35 m 1.90
65.51 k 3.29 m 1.86
78.89 k 3.07 m 1.74
29.52 k 3.01 m 1.71
13.97 k 2.99 m 1.70
24.55 k 2.79 m 1.58
21.07 k 2.68 m 1.52
14.80 k 2.64 m 1.50
Profile
LO Funds - US Responsible Equity Enhanced is a systematically-managed long-only strategy investing in US Equities. It aims to combine stringent Responsible criteria and outperform the S&P 500 over the long-term. The Fund aims to avoid companies that are exposed to structural regulatory risks. The Fund uses a proprietary ESG measurement approach focussing on tangible results.
Address
Lombard Odier Funds
291, Route d' Arlon
L-1150 Luxembourg
Luxembourg
Phone
+ 352 27 78 1000