Lombard Odier Funds - New Food Systems, Syst. NAV Hdg

SRI Style:

Sustainable Style

SDR Labelling:

Not eligible to use label

Product:

SICAV/Offshore

Fund Region:

Global

Fund Asset Type:

Equity

Launch Date:

07/07/2022

Last Amended:

Dialshifter ():

Fund Size:

£16.92m

(as at: 31/12/2024)

ISIN:

LU2491939844

Sustainable, Responsible
&/or ESG Overview:

Awaiting update from fund manager (April 2024)

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Objectives and Investment Policy

The Sub-Fund is actively managed. The MSCI ACWI TR ND index is used for performance comparison as well as internal risk monitoring purposes, without implying any particular constraints to the Sub-Fund’s investments. The Sub-Fund's positioning will deviate substantially, and therefore the performance of the Sub-Fund may materially differ from that of the above-mentioned index. The Sub-Fund invests primarily in equity and equity related securities of companies worldwide (including Emerging Markets) whose growth will benefit from regulations, innovations, services or products related to more environmental-friendly agricultural and food production, distribution and diets aligned with the transition to a more circular, leaner, more inclusive and cleaner world.

The Sub-Fund seeks to invest in high quality companies with sustainable financial models, business practices and business models showing resilience and the ability to evolve and benefit from long term structural trends using LOIM proprietary ESG and Sustainability Profiling tools and methodologies. As part of its Emerging Market exposure, the Sub-Fund may invest up to 20% of its net assets in shares issued by mainland China-incorporated companies (including China A-Shares). The
Investment Manager is authorized to use financial derivative instruments for hedging purposes or for EPM but not as part of the investment strategy. The Sub-Fund is a product which has ‘sustainable investment’ as one of its objectives for the purposes of article 9 of the Sustainable Finance Disclosure Regulation. The Investment Manager adopts a multifaceted approach to the way it analyses the sustainable profile of the Sub-Fund’s investments (including sustainability focused screening &
scoring, exclusions, restrictions and qualitative and quantitative reviews).

(Source: KIID as at February 2024)

SDR Labelling:

Not eligible to use label

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Lombard Odier Funds - New Food Systems, Syst. NAV Hdg

Sustainable Style Not eligible to use label SICAV/Offshore Global Equity 07/07/2022

Fund Size: £16.92m

(as at: 31/12/2024)

ISIN: LU2491939844

Sustainable, Responsible &/or ESG Overview

Awaiting update from fund manager (April 2024)

Information received directly from Fund Manager

Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Objectives and Investment Policy

The Sub-Fund is actively managed. The MSCI ACWI TR ND index is used for performance comparison as well as internal risk monitoring purposes, without implying any particular constraints to the Sub-Fund’s investments. The Sub-Fund's positioning will deviate substantially, and therefore the performance of the Sub-Fund may materially differ from that of the above-mentioned index. The Sub-Fund invests primarily in equity and equity related securities of companies worldwide (including Emerging Markets) whose growth will benefit from regulations, innovations, services or products related to more environmental-friendly agricultural and food production, distribution and diets aligned with the transition to a more circular, leaner, more inclusive and cleaner world.

The Sub-Fund seeks to invest in high quality companies with sustainable financial models, business practices and business models showing resilience and the ability to evolve and benefit from long term structural trends using LOIM proprietary ESG and Sustainability Profiling tools and methodologies. As part of its Emerging Market exposure, the Sub-Fund may invest up to 20% of its net assets in shares issued by mainland China-incorporated companies (including China A-Shares). The
Investment Manager is authorized to use financial derivative instruments for hedging purposes or for EPM but not as part of the investment strategy. The Sub-Fund is a product which has ‘sustainable investment’ as one of its objectives for the purposes of article 9 of the Sustainable Finance Disclosure Regulation. The Investment Manager adopts a multifaceted approach to the way it analyses the sustainable profile of the Sub-Fund’s investments (including sustainability focused screening &
scoring, exclusions, restrictions and qualitative and quantitative reviews).

(Source: KIID as at February 2024)

SDR Labelling:

Not eligible to use label