New Food Systems

    New Food Systems.

    Feeding the world, nourishing the planet.

     

    Food systems are transforming, enabling innovative companies to profit from the rise of sustainable solutions across the value chain.

    Investors can capture these inflection points and benefit from the mass-market adoption of agricultural practices, diets and technologies aligned with global climate and nature goals.

    In the transition from old to new food systems, existing profit pools will be disrupted and new ones created, generating a market with annual revenues of USD 1.5 trillion globally by 20301.

    Such profound change responds directly to the key food systems challenge: how to feed the growing population while staying within, or helping restore, vital planetary boundaries.

     

    sub-fund information.

    Click here to access the sub-fund information.

    New Food Systems

    Why invest?

    Sustainability will drive risk and return in food systems. This will potentially create investable opportunities across food and agricultural value chains.

     

    The investment universe:

    NFS - sustainable food production.svg NFS - enabling solutions-01.svg NFS - sustainable food consumption-01.svg
    Sustainable food production Enabling solutions Sustainable food consumption
    Companies which produce biological and synthetic inputs, and food products. Companies which provide specialised enabling products and services along the value chain. Consumer-facing companies which manufacture, retail and serve food.
    • Aquaculture
    • Animal feed & health
    • Fertilisers
    • Agricultural products
    • Farming & food equipment
    • Enabling technologies
    • Food packaging
    • Life-sciences
    • Food manufacturing
    • Retailers
    • Restaurants & canteens

    Investment team.

    LOcom-AuthorsAM-Walsh.png Conor Walsh, CFA
    Lead Portfolio Manager
     
    LOcom_AuthorsAM-Donets.png

    Alina Donets, CFA
    Co-Portfolio Manager

     

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    Sources.

    [1] Source: LOIM analysis; based on FOLU (2019) Growing Better: Ten Critical Transitions to Transform Food and Land Use

     

    Important information.

    Risks – The following risks are materially relevant to the strategy. Small and mid-cap risk – Stocks of small and mid-size companies can be more volatile
    than stocks of larger companies. Volatility risk – the performance of the fund has a risk of high volatility. General strategy risks Capital risk – The value
    of your investment will vary and is not guaranteed. It will be affected by changes in the exchange rate between the base currency of the fund and the
    currency in which you subscribed, if different. Equity Risk – in general, equities involve higher risks than bonds or money market instruments. Geographic
    concentration risk – To the extent that a fund invests a large portion of its assets in a particular geographic area, its performance will be more strongly
    affected by events within that area. Hedging risk – A fund’s attempts to reduce or eliminate certain risks through hedging may not work as intended. ESG and Sustainability risk (SICAV only) - may result in a material negative impact onthe value of an investment and performance of the fund. Investment Fund risk – Investing in funds involves certain risks an investor would not face if investing in markets directly. Management risk – The investment manager or its designees may at times find their obligations to a portfolio to be in conflict with their obligations to other investment portfolios they manage (although in such cases, all portfolios will be dealt with equitably). Operational risk – Operational failures could lead to disruptions of fund operations or financial losses.

    For professional investors only.
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    Lombard Odier Investment Managers (“LOIM”) is a trade name.
    The management company of the Strategy is Lombard Odier Asset Management (Switzerland) SA (hereinafter the “Management Company”), a Swiss-based public limited company (SA), having its registered office at 6, av. des Morgines, 1213 Petit-Lancy, authorised and regulated by FINMA. The Fund will not be, nor will its shares be, registered for public offering in any jurisdiction. This document is not a recommendation to subscribe to and does not constitute an offer to sell or a solicitation or an offer to buy the Fund’s shares, nor shall there be any sale of the Fund’s shares in any jurisdiction in which such offer, solicitation or sale would be unlawful. Consequently, the offering of the Fund’s shares may be restricted in certain jurisdictions. Prospective investors must inform themselves of, and observe, such restrictions, including legal, tax, foreign exchange or other restrictions in their relevant jurisdictions. 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    Sources: Unless otherwise stated, figures are prepared by LOIM.
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    The strategy may include the use of derivatives. Derivatives often involve a high degree of financial risk because a relatively small movement in the price of the underlying security or benchmark may result in a disproportionately large movement in the price of the derivative and are not suitable for all investors. No representation regarding the suitability of these instruments and strategies for a particular investor is made.
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