LO Funds Planetary Transition I Seed $

The Sub-Fund is actively managed. The MSCI World TR ND index is used for performance comparison as well as internal risk monitoring purposes, without implying any particular constraints to the Sub-Fund?s investments. Securities targeted by the Sub-Fund can be similar to those of the index to an extent that varies overtime but their weighting is expected to materially differ. The performance of the Sub-Fund may deviate materially from that of the index. The Sub-Fund invests primarily in equity and equity related securities issued by companies worldwide (including Emerging Markets) whose business models will benefit from the changes in regulations, innovations, services or products related to the global fight against or adaptation to the transgression of planetary boundaries, including climate change. The Sub-Fund uses a Systems Change Approach to Transition Investing. Without prejudice to its ability to invest in broad economic system changes, the primary economic systems in scope for this Sub-Fund are the planetary transformation to cleaner energy and supporting technology systems linked to climate change mitigation and adaptation to other planetary boundaries, As part of its Emerging Market exposure, the Sub-Fund may invest up to 20% of its net assets in shares issued by mainland China-incorporated companies (including China A-Shares). The Investment Manager is authorized to use financial derivative instruments for hedging purposes or for EPM but not as part of the investment strategy.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No