Fact sheet: LO AllRdsCst

Fund information

Fund name
LO All Roads Conservative (EUR) PA
Fund company manager
Lombard Odier
Fund type
SIB
Fund manager
Thierry Béchu
since 17/01/2017
Fund objective
LO Funds–All Roads Multi-Asset Conservative is a long-only multi-asset risk-based strategy launched in January 2017. The Fund invests in various traditional risk premia such as equities, sovereign and corporate credit (in both DMs and EMs) and commodities. The strategy further diversifies the portfolio by building exposure to alternative risk premia to harvest market inefficiencies in a systematic and transparent manner. The Fund seeks to generate steady performance over market cycles, and aims to offer higher risk-adjusted returns while controlling risk. The fund takes a conservative stance with no economic leverage. The Fund’s investment approach applies a systematic, liquid and transparent riskbased allocation methodology. This is complemented by a separate risk budgeting approach based on dynamic drawdown management that aims to limit excessive losses.
Benchmark
-
Investment style
Cautious
Investment method
None

Quick stats

1 Year return

-

1 Year rank in sector

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Sector

FO Mixed Asset - Cautious

Yield
-
Fund size

£ 192.2 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Government Bonds
    49.04%
  • Derivatives
    19.27%
  • Equities
    19.27%
  • Commodity & Energy
    6.75%
  • Index Linked
    5.27%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.03 %1.48 %0 %0 %0 %
Sector-0.05 %2.01 %3.39 %7.91 %17.37 %
Rank within sector63 / 10657 / 104 / / /
Quartile th3 rd3 rd th th th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %0 %0 %0 %
Sector3.68 %3.63 %-0.7 %4.28 %4.19 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high10.208
52 week low9.9356
Current bid price0
Current offer price0
Current mid price10.1457

Holdings by region

-

Holdings by sector

  • 49.04% Government Bonds
  • 19.27% Derivatives
  • 19.27% Equities
  • 6.75% Commodity & Energy
  • 5.27% Index Linked

Holdings by asset type

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Individual holdings

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