Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

LO Funds - US Equity Factor Enhanced (USD) NA

Ranked 106 out of 119 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Alexandre Deruaz

Alexandre Derauz is a portfolio manager at Lombard Odier Investment Managers. A CFA Charter holder and qualified actuary, Derauz runs equity funds for Lombard Odier, where he has worked since moving from UBP in 2007. He began his career in fund management in 2000, working for BNP Paribas for four years in the discretionary multi-asset portfolio management team. Derauz holds a master's in statistics and economics which he received from ENSAE Paris. Although born and educated in France, Deruaz is now based in the firm’s Geneva office.

Alexey Medvedev

Objective

The sub-Fund aims to generate capital growth by investing in equity securities issued by companies incorporated or exercising a prominent part of their business activities in the US.

Showing fund performance in Norway View performance globally

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% -4.5% -1.6%
2016 16.2% 0.3% 4.4% 1.2% 9.6%
2015 -3.2% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Norway
  5. Switzerland

Fund Info

  • Launch date25/06/2015
  • Share Class size100Mn
  • Base currencyUSD
  • ISIN LU1230567106

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).