Fund Details

LO Funds (CH) - Swiss Leaders P D

ISIN
CH0011786628
Provider
Lombard Odier Asset Management Switzerland SA
Close Price
CHF 254.48 *
Lipper Rating
54321
ESG Score

* Data as of 29 July 2026

Performance

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Totalp.a.
YTD+8.31%
1 Year+16.68%+16.68%
3 Years+27.86%+8.52%
5 Years+17.07%+3.20%
10 Years+97.97%+7.06%

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 ClassEquity
Holdings ClassificationEquity Switzerland Large-Cap Core
Geographical FocusSwitzerland
Fund SizeCHF 99,252,100
Total Expense Ratio1.70%
CurrencyCHF
DomicileCH
ManagementstyleActive

Country Exposure

Switzerland
98.6%
United States
1.4%

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...

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