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LMdG Flex Croissance (EUR) P Eur (0P0000HRH0.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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1,553.69+7.22 (+0.47%)
As of 10:00PM CEST. Market open.

LMdG Flex Croissance (EUR) P Eur

4 Place Saint Thomas d’Aquin

01 53 05 28 03
Management Information
,Lead Manager since July 11, 2008
Romain Lacoste, who joint the analyst team in 2014, is also fund manager since 2019 for the UCITS funds range of IVO Capital Partners. He holds the level III CFA and previously worked for SGCIB. He is a graduated of ESSEC. Romain Lacoste is a portfolio manager with responsibility for a range of flexible, high-alpha funds in the Multi Asset team. Romain has been the co-manager of the Flex funds since it's inception in 2008. Romain joined UBS Asset Management in 2005 and has worked as an equity portfolio manager before joining the asset allocation team in 2008. Prior to joining UBS, Romain has worked as an option trader at LCF Rothschild.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyUBS La Maison de Gestion
Net Assets7.01M
YTD Return4.46%
Yield0.00%
Morningstar Rating★★★
Inception DateJul 11, 2008

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0000HRH0.FCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A