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LOIM wins six Lipper Awards for Asia Value Bond

LOIM wins six Lipper Awards for Asia Value Bond






Lombard Odier Investment Managers is delighted to announce that LO Funds – Asia Value Bond, (USD PA) has been honoured at the prestigious Refinitiv Lipper Fund Awards 2024 with the Best Fund over 10 Years award in the APAC Hard Currency Bond category across six jurisdictions, including Europe, Switzerland, Austria, Taiwan, France and the UK.

These accolades underscore LOIM’s commitment to delivering excellence in the Asia investment landscape. Driven by long-term dedication to providing value and performance to investors, LOIM’s Asia Value Bond strategy has emerged as a leader in its category, reflecting the expertise, resolve and strength of LOIM’s fixed-income team in Asia.

Commenting on this achievement, Dhiraj Bajaj, CIO, Asia Fixed Income & Equities at LOIM, said:

“We are honoured to receive this prestigious accolade, which reflects our team’s unwavering dedication to uncovering value within the dynamic Asia bond market. Asia credit is a huge growth market, with strong fundamentals and attractive value relative to global credit. We remain optimistic about the prospects of the Asia and emerging-market bond markets, leveraging our expertise and disciplined approach of top-down views and rigorous bottom-up credit analysis, within a fully integrated ESG framework, to continue delivering strong outcomes for our investors.”

With total assets under management of CHF 3.8 billion1, LOIM’s Asia Value Bond strategy ranks as the third-largest mutual bond strategy in Asia, and the second-largest in the Asia credit IG-HY blended category. With its high conviction and ‘value-biased’ strategy, the portfolio is well-positioned to capture both income and capital gain for its investors over the long term.

Yannik Zufferey, Chief Investment Officer, Core Business at LOIM, remarked:

“We are delighted to receive this esteemed recognition, which underscores our dedication to helping investors achieve their long-term financial objectives by delivering exceptional investment solutions and superior outcomes for our clients. At LOIM, we have an incredibly experienced and centralised team that enables faster decision making, with a dedicated fixed-income team rooted in Asia, while leveraging our global expertise on fixed-income research, infrastructure and support for our investment teams. Looking ahead, we remain steadfast in our commitment to innovation and delivering excellence.”


[1] Source: LOIM. As of 31 Dec 2023. Past performance is not a guarantee of future results. The peer group methodology cited herein is provided for information purposes only and may be subject to change over time. No fund/benchmark/index is directly comparable to the investment objectives, strategy or universe. This document has been prepared by LOIM employees who are encouraged to raise assets for their strategy and may have a conflict of interest. Information relating to peer group methodology is available on request.

About Lombard Odier IM

Lombard Odier Investment Managers (LOIM) is the institutional asset management business of the Lombard Odier Group, wholly owned and funded by its partners since its establishment in 1796.

We provide a range of investment solutions to a diverse group of long-term oriented clients. Our heritage, and our combination of the best of conservatism and innovation, keeps us well positioned to create lasting value for our clients. Our investment capabilities span fixed income, convertible bonds, equities, multi-asset, and alternatives. Sustainability is central to our investment philosophy; we believe it is the founding principle of long-term economic and investment outcomes and will drive returns over the long term.

With 209 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America and have assets under management of CHF 62 billion (as at 31 December 2023).



Celeste Herriger
Head of PR, Lombard Odier Investment Managers
Tel.: +44 20 3206 6167
Samantha Koh        
Media Relations
+65 6305 8721

important information.

This document is a Marketing Communication relating to Lombard Odier Funds and its Sub-Fund LO Fund Asia Value Bond (altogether referred to as the "Fund”). This document is intended only for Professional Investors in the EU/EEA countries where the Fund is registered for distribution, within the meaning of the Markets in Financial Instruments Directive 2014/65/EU (MiFID) and is not intended for retail investors, nor for U.S. Persons as defined under Regulation S of the United States Securities Act of 1933, as amended.

This document is issued by Lombard Odier Funds (Europe) S.A (hereinafter the “Management Company”). The Management Company is authorised and regulated by the Commission de Surveillance du Secteur (the “CSSF”) within the meaning of EU Directive 2009/65/EC and has its registered office at 291, Route d’Arlon, L-1150 Luxembourg. The Management Company is clustered within the Lombard Odier Investment Management Division (“LOIM”) of Lombard Odier Group. LOIM is a trade name. The LOIM entities support in the preparation of this document and LOIM is a trade name. The Fund is authorized and regulated by the CSSF as a UCITS within the meaning of EU Directive 2009/65/EC, as amended.

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The PRIIPS/KIDs are available in one of the official languages of your country and a Prospectus is available in English, French, German and Italian. The PRIIPS/KIDs and the Prospectus together with the Articles of Incorporation and the last annual and semi-annual financial report are available on or can be requested free of charge at the registered office of the Fund or of the Management Company, from the distributors of the Fund or from the local representatives as mentioned below. These Offering Documents are provided for information and illustration and is not a contractually binding document or an information required by any legislative provisions and is not sufficient to take an investment decision.

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The shares issued for this Fund may only be publicly offered or sold in countries in which such a public offer or sale is permitted. Therefore, unless the Management Company or representatives of the Management Company have filed an application with the local supervisory authorities and permission has been granted by the local supervisory authorities, and as long as no such application has been filed or no such permission granted by the supervisory authorities, this Fund does not represent an offer to buy investment shares.

Not for US Person: The Fund has not been registered pursuant to the 1933 United States Securities Act. This document is not intended for any "U.S. Person" as defined in Regulation S of the Act, as amended or pursuant to the 1940 United States Investment Company Act as amended and will not be registered pursuant to the 1940 United States Investment Company Act as amended, or pursuant to other US federal laws. Therefore, the shares will not be publicly offered or sold in the United States.  Neither this document nor any copy thereof may be sent, taken into, or distributed in the United States of America, any of its territories or possessions or areas subject to its jurisdiction, or to or for the benefit of a United States Person For this purpose, the term "United States Person" shall mean any citizen, national or resident of the United States of America, partnership organized or existing in any state, territory or possession of the United States of America, a corporation organized under the laws of the United States or of any state, territory or possession thereof, or any estate or trust that is subject to United States Federal income tax regardless of the source of its income.

The Fund is currently notified for marketing into a number of jurisdictions. The Management Company may decide to terminate the arrangements made for the marketing of the Fund at any time using the process contained in Article 93a of the UCITS Directive.

When the Fund is registered in the following jurisdictions, it is represented by the following Representatives:

Austria. Representative: Erste Bank der österreichischen Sparkassen AG, Am Belvedere 1, 1100 Vienna, Supervisory Authority: Finanzmarktaufsicht (FMA).

Belgium. Financial services Provider: CACEIS Belgium S.A., Avenue du Port 86 C, b 320, 1000 Brussels, Supervisory Authority: Autorité des services et marchés financiers (FSMA)

France. Representative: CACEIS Bank, Rue Gabriel Péri 89-91, 92120 Montrouge, Supervisory Authority: Autorité des marchés financiers (AMF)

Germany. Representative: DekaBank Deutsche Girozentrale, Mainzer Landstraße 16, D-60325 Frankfurt am Main, Supervisory Authority: Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin)

Ireland. Facilities Agent: CACEIS Ireland, One Custom House Plaza, International Financial Services Centre, Dublin 1, Ireland, Supervisory Authority: Central Bank of Ireland (CBI)

Italy. Paying Agents: Société Générale Securities Services S.p.A., Via Benigno Crespi, 19/A-MAC 2, 20159 Milano, State Street Bank International GmbH – Succursale Italia, Via Ferrante Aporti, 10, 20125 Milano, Banca Sella Holding S.p.A., Piazza Gaudenzio Sella, 1, 13900 Biella, All funds Bank, S.A.U., Milan Branch, Via Bocchetto 6, 20123 Milano, CACEIS Bank S.A., Italy Branch, Piazza Cavour 2, 20121 – Milano, Supervisory Authority: Banca d’Italia (BOI)/ConSob

Liechtenstein. Representative, LGT Bank AG Herrengasse 12, 9490 Vaduz, Supervisory Authority: Finanzmarktaufsicht Liechtenstein (“FMA”) 

Netherlands. Representative: Lombard Odier Funds (Europe) S.A. – Dutch Branch, Parklaan 26, 3016 BC Rotterdam, Supervisory Authority: Autoriteit Financiële Markten (AFM)

Spain. Representative: All funds Bank, S.A.U. C/de los Padres Dominicos, 7, 28050, Madrid, Supervisory Authority: Comisión Nacional del Mercado de Valores (CNMV)

Sweden. Representative: SKANDINAVISKA ENSKILDA BANKEN AB (publ), Kungsträdgårdsgatan, SE-10640 Stockholm, Supervisory Authoriy: Finans Inspektionen (FI)

Switzerland. The Fund is intended for Professional Investors only and has not been approved by the Swiss Financial Market Supervisory Authority FINMA (Autorité fédérale de surveillance des marchés financiers) for distribution in or from Switzerland to non-qualified investors pursuant to Article 120 of the Swiss Collective Investment Scheme Act of 23 June 2023 (the “CISA”) . This is an advertising document.  Representative: Lombard Odier Asset Management (Switzerland) SA, 6 av. Des Morgines, 1213 Petit-Lancy; Paying agent: Bank Lombard Odier & Co Ltd, 11 rue de la Corraterie, CH-1204 Geneva, Switzerland

United Kingdom. Representative: Lombard Odier Asset Management (Europe) Limited, Queensberry House,3 Old Burlington Street, London W1S3AB, Supervisory Authority: Financial Conduct Authority (FCA)

NOTICE TO RESIDENTS OF THE UNITED KINGDOM In the United Kingdom: This document is a financial promotion and has been approved for the purposes of Section 21 of the Financial Services and Markets Act 2000, by Lombard Odier Asset Management (Europe) Limited (FCA Firm number: 515393) at the date of the publishing. The Fund is a Recognised Scheme in the United Kingdom under the Financial Services & Markets Act 2000. Potential investors in the United Kingdom are advised that none of the protections afforded by the United Kingdom regulatory system will apply to an investment in the Fund and that compensation will not generally be available under the Financial Services Compensation Scheme. This document does not itself constitute an offer to provide discretionary or non-discretionary investment management or advisory services, otherwise than pursuant to an agreement in compliance with applicable laws, rules and regulations.

UK regulation for the protection of retail clients in the UK and the compensation available under the UK Financial Services Compensation scheme does not apply in respect of any investment or services provided by an overseas person. The taxation position affecting UK investors is outlines in the Prospectus.

Singapore. The Fund is registered in Singapore as a restricted foreign scheme within the meaning of the Sixth Schedule to the Securities and Futures (Offers of Investments) (Collective Investment Schemes) Regulations of Singapore: The Fund is not authorised or recognised by the Monetary Authority of Singapore (the “MAS”) and Units are not allowed to be offered to the retail public. This document is part of the Information Memorandum. This Information Memorandum of the Fund has not been registered as a prospectus with the MAS. Accordingly, the Information Memorandum of the Fund and any other document or material in connection with the offer or sale, or invitation for subscription or purchase, of shares in Fund may not be circulated or distributed, nor may shares in funds be offered or sold, or be made the subject of an invitation for subscription or purchase, whether directly or indirectly, to persons in Singapore other than (i) to an institutional investor under Section 304 of the SFA, (ii) to a relevant person pursuant to Section 305(1), (iii) to any person pursuant to Section 305(2), and in accordance with the conditions specified in Section 305 of the SFA, or (iv)  otherwise pursuant to, and in accordance with the conditions of, any other applicable provision of the SFA.  This document has been approved for use by Lombard Odier (Singapore) Ltd. WARNING: Please consult with your professional advisor for further information on the availability and suitability of this product to your profile.

Hong Kong. This Fund is not authorized under Section 104 of the SFO of Hong Kong by the Securities and Future Commission (SFC) of Hong Kong and may not be offered or sold whether directly or indirectly, to any person in Hong Kong other than to a Professional Investor (as defined in the Securities and Futures Ordinance (Cap.571 of the laws of Hong Kong) and any rules made under that Ordinance. This document has been approved for use by Lombard Odier (Hong Kong) Limited, a licensed entity regulated and supervised by the Securities and Futures Commission in Hong Kong for the general information of professional investors and other persons in accordance with the Securities and Futures Ordinance (Chapter 571) of the laws of Hong Kong. This document has not been reviewed by the Securities and Futures Commission. WARNING: The contents of this document have not been reviewed by any regulatory authority in Hong Kong. You are advised to exercise caution in relation to the offer. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice.

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