LO Funds IV
Environmental & Sustainable Opportunities

LOF IV - Environmental & Sustainable Opportunities is actively managed.

It invests in equity issued by companies worldwide (including Emerging Markets) whose growth will benefit from regulations, innovations, services or products related to the global fight against or adaptation to climate change and/or favoring the transition to a more circular economy and to an economy that values natural capital. It may also invest bonds, other fixed or floating-rate debt securities and short-term debt securities of corporate, sovereign and/or supranational issuers (including Emerging Markets issuers), graded not below BB- and denominated in any currencies (including Emerging Market currencies). The Portfolio Manager will particularly focus on issuers which are believed to align to climate transition and demonstrate gender equality.

It 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. 

The Investment Manager is authorized to use financial derivative instruments for hedging purposes or for EPM but not as part of the investment strategy.