Fact sheet: LO Gbl Mcr

Fund information

Fund name
LO Global Macro (USD) PA
Fund company manager
Lombard Odier
Fund type
SIB
Fund manager(s)
Fund objective
LO Funds - Global Macro is an actively managed absolute return strategy launched in October 2015. The strategy aims to benefit from global macroeconomic themes across all asset classes and regions by investing in equity, sovereign and credit fixed income, commodities and currencies in developed and emerging markets, mainly through long and short positions in listed and over-the-counter derivative instruments including IRS, CDS, Futures and Options, as well as cash instruments. It seeks to deliver absolute returns over market cycles with low correlation to traditional asset classes and with limited volatility and drawdown. It implements a discretionary approach where each team member proposes investment ideas with the goal of selecting the best investment ideas for the portfolio. The team utilizes proprietary investment tools both for conducting macro due diligence, and for applying pre-trade and post-trade risk management.
Benchmark
-
Investment style
Macro
Investment method
Mixed

Quick stats

1 Year return

-0.65 %

1 Year rank in sector

141/158

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 78.9 m

FE Risk score

53

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.85 %5.82 %-0.65 %0 %0 %
Sector1.54 %4.04 %5.83 %4.15 %10.89 %
Rank within sector32 / 15754 / 171141 / 158 / /
Quartile th1 st2 nd4 th th th

Calendar performance

YTD-20182017201620152014
Fund3.95 %-5.58 %1.29 %0 %0 %
Sector1.67 %4.12 %-0.53 %-0.64 %5.08 %
Rank within sector28 / 141147 / 15647 / 123 / /
Quartile th1 st4 th2 nd th th

Price movement

52 week high9.8137
52 week low9.0025
Current bid price0
Current offer price0
Current mid price9.7677

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-