LO Funds - Circular Economy SH (CHF) PA
- ISIN
- LU2212486513
- Provider
- Lombard Odier Funds Europe SA
- Close Price
- CHF 10.13 *
- Lipper Rating
- ESG Score
- Characteristics
- Sustainable
* Data as of 29 July 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | +11.17% | — |
| 1 Year | +4.29% | +4.29% |
| 3 Years | -2.36% | -0.79% |
| 5 Years | -17.03% | -3.66% |
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 Global Mid-Cap Core |
| Geographical Focus | Global |
| Fund Size | CHF 82,532,382 |
| Total Expense Ratio | 1.85% |
| Currency | CHF |
| Domicile | LU |
| Managementstyle | Active |
| SFDR Article | Article 8 |
Country Exposure
United States
57.6%
United Kingdom
10.3%
Ireland
7.7%
France
4.5%
Canada
3.1%
Other
16.7%
Description
The Fund invests in equity and equity related securities issued by companies worldwide (including Emerging Markets) whose growth will benefit from regulations, innovations, services or products favoring the transition to a more circular economy and to an economy that values natural capital. The Fund...