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LO Selection US Equity Syst Hdg GBP MA - LU2636429701
Obiettivo di investimento dichiarato
The Sub-Fund is actively managed in reference to a benchmark. The MSCI USA Index (the "Benchmark") is used for performance comparison and for internal risk monitoring purposes only, without implying any particular constraints to the Sub-Fund's investments. The Sub-Fund’s securities will generally be similar to those of the Benchmark but the security weightings are expected to differ materially. The Investment Manager may also select securities not included in the Benchmark in order to take advantage of investment opportunities.
Anagrafica e indicatori
| ISIN: LU2636429701 | Benchmark dichiarato: 100% MSCI USA NR USD |
| Prezzo/Nav al 21/11/2024: 13,95 GBP | Benchmark Morningstar: ND |
| Investimento minimo: ND | Società di Gestione: Lombard Odier |
| Categoria Morningstar: Azionari USA Large Cap Blend | Valuta: GBP |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | ND |
| Commissione di uscita massima | ND |
| Commissione di gestione | 0,25% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 32,09% | 30,75% |
| Rendimento 1 anno % | 39,55% | 36,15% |
| Rendimento 3 anni % | ND | 10,55% |
| Rendimento 5 anni % | ND | 15,22% |
| Rendimento 10 anni % | ND | 13,21% |
Visualizzazione documentazione offerta
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