LO Funds (CH) - Swiss Leaders P D
- ISIN
- CH0011786628
- Provider
- Lombard Odier Asset Management Switzerland SA
- Close Price
- CHF 243.83 *
- Lipper Rating
- ESG Score
* Data as of 10 September 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | +3.09% | — |
| 1 Year | +8.00% | +8.00% |
| 3 Years | +26.20% | +8.06% |
| 5 Years | +10.87% | +2.08% |
| 10 Years | +84.99% | +6.34% |
Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
Key Facts
| Asset Class | Equity |
| Holdings Classification | Equity Switzerland Large-Cap Core |
| Geographical Focus | Switzerland |
| Fund Size | CHF 97,425,500 |
| Total Expense Ratio | 1.70% |
| Currency | CHF |
| Domicile | CH |
| Managementstyle | Active |
Country Exposure
Switzerland
98.8%
United States
1.2%
Description
The fund's aim is to achieve long-term capital growth by investing at least two thirds of its assets in equities and other equity-type securities issued by companies domiciled in Switzerland that are leaders in their respective markets: the term ''leader'' refers to the companies' superiority in ter...