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LO Funds - Technology Syst. Hdg (GBP) ID

Ranked 11 out of 17 in - Technology over 3 months
All calculations are in GBP

Managed by

Bolko Hohaus

Bolko Hohaus was born in April 1966 and attended the University of Munich where he obtained a Diploma in Statistics, Economics and Business Administration. In 1995 Bolko received a PhD in Economics from LMU Munich and has been a chartered financial analyst since 1999. Bolko joined Lombard Odier in 2002 and is the lead portfolio manager of the LOF Technology Fund. Bolko started his career at Allianz of America in Connecticut/USA in 1995 as a junior portfolio manager and, in 1998, became Head of the Investment teams for Global Telemedia and European Technology at Allianz Asset Management in Germany. Outside work, Bolko enjoys chess, cycling and travelling

Eurof Uppington

Eurof Uppington was born in January 1971 and attended the Johns Hopkins University in Italy & the USA, where he obtained a Masters degree in International Economics and International Relations in 1995. Eurof joined Lombard Odier in 2004 and is the portfolio manager of the LOF Technology Fund alongside Bolko Hohaus. Eurof started his career at BZW (UK) as an associate and joined Allianz AM in Germany as head of global telecoms research in 1998. Eurof switched to fund management in 2002, joining Avocet Capital as a hedge fund manager focusing on the technology sector. Outside work, Eurof enjoys playing with his kids, travelling, and reading about medieval history and psychology.

Objective

A Sub-Fund invested, at least two-thirds (2/3rds) of its portfolio, in equity securities issued by companies worldwide prominent in the field of information technology. The Sub-Fund may invest up to one-third (1/3rd) of its portfolio outside these parameters, in particular in stocks of companies associated with new and emerging industries, where growth prospects have been enhanced by technological development.

Performance

Technology over : 31/05/2014 - 31/08/2014
  • Rank 11/17 Total Return
  • Rank 10/17 Standard Deviation
  • Rank 10/17 Max Drawdown

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 -0.3% -0.9% -0.8% 1.4%
2013 5.6% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date14/11/2013
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN LU0964785181
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

Related News

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