GLOBAL MANAGERS PLATFORM - ACTIVE RECYCLING - C - CHF - Cap./ LU1843405348 /
| NAV2024-05-31 | Chg.+1.1900 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 141.8100CHF | +0.85% | reinvestment | Equity Worldwide | Link Fund Sol. (LUX) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | -2.14 | -2.45 | -1.15 | -6.31 | 6.98 | 3.28 | -4.47 | -6.12 | -4.90 | 5.86 | 4.42 | -6.83% |
| 2024 | -3.04 | 0.64 | 5.63 | -3.87 | 2.06 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.17% | 10.50% | 12.19% | -% | -% |
| Sharpe ratio | -0.10 | 0.74 | 0.13 | - | - |
| Best month | +5.63% | +5.86% | +6.98% | - | - |
| Worst month | -3.87% | -3.87% | -6.31% | - | - |
| Maximum loss | -5.22% | -5.56% | -16.94% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| GLOBAL MANAGERS PLATFORM - ACTIV... | reinvestment | 141.8100 | +5.34% | - | |
| GLOBAL MANAGERS PLATFORM - ACTIV... | reinvestment | 156.5920 | +9.91% | +6.52% | |
| GLOBAL MANAGERS PLATFORM - ACTIV... | reinvestment | 147.7530 | +7.68% | - |
Performance
| YTD | +1.13% | ||
|---|---|---|---|
| 6 Months | +5.59% | ||
| 1 Year | +5.34% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -5.78% | ||
| Year | |||
| 2023 | -6.83% | ||
