GLOBAL MANAGERS PLATFORM - ACTIVE RECYCLING - C - USD - Cap./ LU1052420343 /
| NAV2024-06-07 | Chg.-1.6990 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 152.3180USD | -1.10% | reinvestment | Equity Worldwide | Link Fund Sol. (LUX) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | -3.43 | 0.60 | -8.62 | - |
| 2019 | 7.90 | 0.80 | 0.88 | -0.02 | -7.99 | 6.93 | 0.62 | -3.83 | 3.75 | 3.53 | 3.38 | 4.85 | +21.60% |
| 2020 | -3.05 | -7.69 | -17.40 | 8.34 | 5.92 | 2.19 | 5.23 | 3.64 | -1.69 | 1.32 | 9.17 | 5.46 | +8.41% |
| 2021 | -0.06 | 5.76 | 8.06 | 3.27 | 2.67 | -1.39 | 1.87 | 3.23 | -4.02 | 5.88 | -5.63 | 4.64 | +26.04% |
| 2022 | -5.79 | 9.06 | 5.16 | -4.30 | -4.25 | -12.01 | 7.63 | 0.44 | -9.43 | 6.42 | 7.87 | -2.76 | -4.78% |
| 2023 | 8.95 | -1.87 | -1.89 | -0.84 | -5.98 | 7.42 | 3.57 | -4.15 | -5.77 | -4.62 | 6.36 | 4.87 | +4.57% |
| 2024 | -2.72 | 1.02 | 5.90 | -3.56 | 2.41 | -2.73 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.31% | 10.39% | 11.74% | 15.30% | 17.96% |
| Sharpe ratio | -0.37 | 0.47 | -0.20 | -0.18 | 0.34 |
| Best month | +5.90% | +5.90% | +7.42% | +9.06% | +9.17% |
| Worst month | -3.56% | -3.56% | -5.77% | -12.01% | -17.40% |
| Maximum loss | -5.00% | -5.35% | -16.13% | -22.54% | -34.49% |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| GLOBAL MANAGERS PLATFORM - ACTIV... | reinvestment | 137.8300 | -2.83% | - | |
| GLOBAL MANAGERS PLATFORM - ACTIV... | reinvestment | 152.3180 | +1.36% | +2.96% | |
| GLOBAL MANAGERS PLATFORM - ACTIV... | reinvestment | 143.6480 | -0.72% | - |
Performance
| YTD | -0.02% | ||
|---|---|---|---|
| 6 Months | +4.20% | ||
| 1 Year | +1.36% | ||
| 3 Years | +2.96% | ||
| 5 Years | +60.41% | ||
| 10 Years | - | ||
| Since start | +47.93% | ||
| Year | |||
| 2023 | +4.57% | ||
| 2022 | -4.78% | ||
| 2021 | +26.04% | ||
| 2020 | +8.41% | ||
| 2019 | +21.60% | ||
