LO Golden Age


1.27%
ISIN: LU0504822510
 
Bloomberg: NAV: 13.66 CHF +1.270% (May 21)
Termsheet: Lombard Odier
 
Management Fee: 0.75%
 
Currency: CHF
 
52-Week Range: 11.97 - 15.86
 
Performance:
YTD 1M 3M 1Y 3Y* 5Y*
3.8% -4.05% -1.65% -14.62% N/A N/A
* annualised performance
 
Dr. Costa's Rating:

Among the current widely know trends there is a larger aging population. This fund has the objective " to benefit from above-average returns linked to the irreversible and strong ageing population trend". The fund has a highly qualified advisory board and is available in both Euro and Swiss Francs classes with currency hedging. High transparency and full disclosure of the information about the manager make this fund a stand out.