Lombard Odier Funds - All Roads Syst. Hdg (GBP) NA (0P0000V930.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
As of 09:00PM BST. Market open.
Lombard Odier Funds - All Roads Syst. Hdg (GBP) NA
291, route d’Arlon
00352 27 78 5000
Management information
,Lead manager since 31 July 2014
Aurèle is head of the Asset Allocation team and the lead portfolio manager of LO Funds–All Roads. He is also the CIO of the Lombard Odier Pension Fund, pioneer of our risk-based philosophy since October 2009. Aurèle’s service with the firm dates back to August 2001, initially with the fund research unit, analysing both traditional long-only funds and hedge funds. He joined the centralised portfolio management unit for private clients in 2004. In 2006, he started managing pension fund mandates on the institutional global balanced desk, which he has been heading up since 2008. Aurèle earned a master’s degree in engineering from the Swiss Federal Institute of Technology, Lausanne (EPFL) in 1999 and is a CFA Charterholder.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyLombard Odier Funds (Europe) SA
Net assetsN/A
YTD return4.28%
Yield0.00%
Morningstar rating★★★★
Inception date30 Sept 2019
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover523.60%
Average for categoryN/A
Fees and expenses
Expense0P0000V930.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.