LO Funds Swiss Equity M $ Nav Hdg

The Sub-Fund is actively managed. The SPI TR index is used to define the initial investment universe for individual security selection, for performance comparison as well as for internal risk monitoring purposes, without implying any particular constraints to the Sub-Fund's investments. The Sub-Fund?s securities will generally be similar to those of the above-mentioned index but the security weightings are expected to differ materially. The Investment Manager may also select securities not included in the above-mentioned index in order to take advantage of investment opportunities. The Sub-Fund aims to generate capital growth by investing mainly in equity securities issued by companies incorporated or exercising a prominent part of their business activities in Switzerland, including equity securities issued small, mid and large capitalization companies. The Investment Management team focuses on identifying leading companies with clear competitive advantages in terms of business strategy, quality of management, core competencies and visible profit growth. The selection process, which relies heavily on the bottom-up approach, employs rigorous fundamental research and involves close contact with companies. The result is a portfolio of around 35 stocks. 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