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LO Funds - Europe High Conviction P A

Ranked 15 out of 49 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Peter Dionisio

Cyril Marquaire

Cyril Marquaire joined Lombard Odier in 2010, where he is a portfolio manager for the European High Conviction fund. Prior to this, he was part of the Selectium investment team, running a long/short European equity fund. Previously, he was also a sell-side analyst at Credit Lyonnais Securities Midcap between 2000 and 2004. In all he has more than 16 years’ investment experience.

Objective

The Sub-Fund aims to generate capital growth over the long term. It invests mainly in stocks issued by companies that have their head office in the European Economic Area or Switzerland or that conduct a large part of their business in these countries.

Showing fund performance in Liechtenstein View performance globally

Performance

Europe over : 31/03/2017 - 31/03/2018
  • Rank 15/49 Total Return
  • Rank 36/49 Standard Deviation
  • Rank 28/49 Max Drawdown
Fund Name Currency Return
13 Simplex Fund European Select B

Currency exposure is hedged

Currency exposure is hedged

EUR

3.3%

14 Pictet-European Equity Selection-P EUR EUR

3.3%

15 LO Funds - Europe High Conviction P A EUR

3.3%

16 AG European Equity A Acc EUR EUR

2.9%

17 VP Bank Best Manager European Equities-B EUR

2.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 17.2% 8.1% 4.3% 1.3% 2.5%
2016 -3.3% -5.0% -0.3% 2.1% 0.1%
2015 15.8% 14.8% -0.9% -6.6% 8.9%
2014 15.4% 4.4% 2.6% 1.2% 6.5%
2013 14.4% 7.5% -1.1% 6.2% 1.4%
2012 22.3% 11.5% -0.2% 6.6% 3.2%
2011 1.0% 0.1% 3.5% -8.3% 6.3%
2010 7.1% 5.8% -10.9% 6.9% 6.2%
2009 30.9% -6.7% 14.2% 20.8% 1.6%
2008 -42.5% -18.5% -4.1% -11.0% -17.4%
2007 2.9% 1.6% 6.4% -2.6% -2.3%
2006 16.8% 10.4% -8.1% 5.8% 8.7%
2005 26.5% 6.3% 4.6% 8.7% 4.7%
2004 1.3% -0.6% -1.9% -1.9% 6.0%
2003 11.4% -9.9% 8.5% 3.9% 9.7%
2002 -30.4% -2.0% -12.7% -16.5% -2.6%
2001 -20.0% -10.7% -2.6% -19.3% 13.9%
2000 -10.6% 8.2% -5.7% -0.4% -12.1%
1999 40.6% 7.3% 3.4% -4.4% 32.6%
1998 23.4% 24.0% 5.3% -22.0% 21.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Korea
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date19/12/1997
  • Share Class size191Mn
  • Base currencyEUR
  • ISIN LU0049412769

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5

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