LO Selection Balanced (USD) U $

The Sub-Fund is actively managed without reference to a benchmark and seeks to deliver long-term income and capital growth. It invests globally in a diversified mix of equities (maximum 60%), bonds (maximum 15% high yield), real estate, fund units, derivatives, and cash, with the possibility of exposure to alternative asset classes (maximum 30%) such as commodities, precious metals, and hedge funds. The strategy reflects the multi asset investment convictions of Lombard Odier Private Bank, driven by in-depth financial-market and macroeconomic analysis. The portfolio is dynamically adjusted to market trends, with a focus on asset valuations and risk premiums to capture opportunities. Most investments are held in US Dollars or hedged into US Dollars. Derivatives are an integral part of the strategy.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No