LO Funds Generation Global P CHF

The Sub-Fund is actively managed. The MSCI World TR ND index is used for performance comparison only, 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 aims to generate capital growth over the long term. It invests at least 2/3 of its portfolio in equity securities, preferred stocks and convertible securities issued by companies worldwide, including emerging markets. It can also invest (up to 10% of its net assets) in A shares (issued by mainland China-based companies) through the Shanghai-Hong Kong Stock Connect. The Sub-Fund follows an active, high conviction investment approach. In selecting the individual stocks, the Investment Manager is guided by its own financial analysis of companies. The investment approach is based on the premise that sustainability factors will ultimately drive a company?s share price over the long term. The Investment Manager invests in high quality businesses, whose securities are attractively priced, with strong management teams that it believes best understand and respond to these factors and have the potential to outperform over the long term. The result is a concentrated portfolio made up of shares in 30 to 50 different companies.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No