LO Funds - Golden Age (USD) NA

Ranked 76 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Meret Gaugler

Meret Gaugler is co-portfolio manager for LO Funds – Golden Age and the Swiss Equities funds within Lombard Odier Investment Managers (LOIM)’s equities group. She joined in February 2011 as part of the graduate programme, working with the Golden Age fund team and the healthcare long/short portfolio of the 1798 Fundamental Strategies fund team. She previously worked in academic research and pharmaceutical collaborations on different neurodegenerative diseases. She earned a PhD in neuroscience from École Polytechnique Fédérale de Lausanne (EPFL) in 2010.

Johan Utterman

Johan Utterman is the lead portfolio manager for the LO Funds–Golden Age fund and head of Swiss Equities at Lombard Odier Investment Managers (LOIM). He joined in July 2008 as a senior healthcare analyst for the 1798 Fundamental Strategies fund. Prior to joining LOIM, he was a senior medical technology and device analyst at HBK Investments in New York. Previously, he was a healthcare analyst at Hunter Global Investors in New York from 2005 to 2007 and a European diversified financial analyst at Fidelity Investments in London from 2002 to 2005. Before moving to the buy side, he worked in investment banking at Salomon Brothers from 1995 to 1998 and at Morgan Stanley from 1998 to 2002. He began his career as a generalist in mergers and acquisitions at Salomon Brothers and Morgan Stanley before becoming a vice president of the healthcare investment banking team at Morgan Stanley.

Objective

The Sub-Fund aims to generate capital growth over the long term. It mainly invests in equity securities issued by companies worldwide, that are significantly driven by the ageing population theme across multiple sectors (e.g. healthcare products and services, as well as healthy food, cosmetics, leisure, financial planning etc.).

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 1.4% -4.0% 8.7% 7.6% -9.7%
2017 16.2% 7.0% 4.9% -0.6% 4.1%
2016 11.2% -2.7% 10.0% 4.3% -0.3%
2015 8.4% 12.7% -5.7% -5.4% 7.9%
2014 19.1% 0.5% -0.3% 8.0% 10.0%
2013 28.2% 21.3% 0.8% -0.1% 5.0%
2012 10.2% 8.0% 0.1% 0.0% 1.9%
2011 -5.2% 3.9% 6.9% -17.4% 3.4%
2010 9.1% 11.6% -12.0% 1.3% 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. United Kingdom

Fund Info

  • Launch date13/11/2009
  • Share Class size207Mn
  • Base currencyCHF
  • ISIN LU0431649374

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).