Top Morningstar fund rating for Asia Value Bond Fund

Lombard Odier Investment Managers is pleased to announce that the LO Funds–Asia Value Bond fund has gained a five-star rating (highest rating) from Morningstar Ratings, effective January 2017.

Since inception on 7 January 2013 to 31 March 2017, the Fund has generated 6.93% p.a.* with a three-year Sharpe ratio of 1.66, according to Morningstar Ratings.

The Fund’s high conviction approach seeks to generate alpha by selecting and evaluating individual opportunities across corporate, financial and government bond segments. The Fund avoids unattractive segments of the bond market, where bonds can either be too low-yielding or pose credit deterioration risk. The fund is UCITS compliant and invests only in cash bonds with no use of leverage.

Morningstar Ratings are performance-based, bringing load-adjustments, performance (returns) and risk together into one evaluation.

To determine a fund's star rating for a given time period (three, five, or 10 years), the fund's risk-adjusted return is plotted on a bell curve. Funds scoring in the top 10% of the relevant category receive the maximum five- star rating. The Overall Morningstar Rating is a weighted average of the available three-, five-, and 10-year ratings, where applicable.

*(USD institutional accumulating share class)

Important Information:
This document has been prepared by Lombard Odier Funds (Europe) S.A. and is issued by Lombard Odier Asset Management (Europe) Limited, authorised and regulated by the Financial Conduct Authority (the “FCA”), and entered on the FCA register with registration number 515393.
This material is provided for information purposes only and does not constitute an offer or a recommendation to purchase or sell any security or service. It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful. This material does not contain personalized recommendations or advice and is not intended to substitute any professional advice on investment in financial products. Before entering into any transaction, an investor should consider carefully the suitability of a transaction to his/her particular circumstances and, where necessary, obtain independent professional advice in respect of risks, as well as any legal, regulatory, credit, tax, and accounting consequences. Past performance is no guarantee of current or future returns. This material is the property of LOIM and is addressed to its recipient exclusively for their personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any other purpose without the prior written permission of LOIM. This material contains the opinions of LOIM, as at the date of issue.