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879.27M
2.22%
Jun 25, 2018
The Sub-Fund is actively managed. The MSCI World TR ND index is used for performance comparison as well as for internal risk monitoring purposes, without implying any particular constraints to the Sub-Fund’s investments. Securities targeted by the Sub-Fund can be similar to those of the index to an extent that varies over time but their weighting is expected to differ materially. The performance of the Sub-Fund may deviate materially from that of the index. 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.
Name | Title | Since | Until |
---|---|---|---|
Andrew Gowen | - | 2020 | Now |
Juan Mendoza | Equity Analyst, Portfolio Manager | 2018 | Now |
Biography | Juan Manuel Mendoza joined Clariden Leu (former Clariden) in 2006 as an equity analyst and portfolio manager. He started his career as a stockbroker in 1997 with the institutional equity division of Salomon Smith Barney, Zurich and New York and thereafter worked as a strategy analyst with Bank Julius Bär in Zurich. He holds an M.B.A. in Corporate Finance from the Goizueta Busness School at Emory University in Atlanta, USA. |
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