LGT Sustainable Equity Fund Global CHF B/  LI0148540441  /

Fonds
NAV4/6/2020 Chg.+101.2301 Type of yield Investment Focus Investment company
1,928.5500CHF +5.54% reinvestment Equity Worldwide LGT Capital P. (FL) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2013 4.04 2.03 4.23 0.67 4.68 -4.19 2.69 -1.83 1.57 4.79 1.01 -0.40 +20.58%
2014 -2.31 2.62 1.58 0.22 3.21 0.43 2.00 3.87 0.03 0.80 1.34 1.29 +16.00%
2015 -3.73 5.87 0.37 -0.95 0.20 -4.58 3.49 -3.22 0.74 7.20 3.39 -1.78 +6.41%
2016 0.17 1.03 1.55 3.08 4.10 -0.94 4.29 2.02 -1.12 -0.34 2.13 1.13 +18.32%
2017 -0.65 5.23 1.54 0.95 -1.62 -1.15 2.59 -0.55 2.49 2.39 0.76 1.93 +14.61%
2018 -2.20 -3.41 1.14 5.18 -0.97 1.23 2.69 -1.78 1.16 -3.33 1.78 -8.30 -7.26%
2019 7.65 3.00 -0.01 7.39 -6.01 2.85 2.04 -0.66 0.80 1.33 3.42 0.36 +23.68%
2020 -1.44 -7.85 -10.77 2.96 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 38.72% 28.89% 21.60% 15.09% 14.65%
Sharpe ratio -1.28 -0.73 -0.45 0.09 0.43
Best month +2.96% +3.42% +7.39% +7.65% +7.65%
Worst month -10.77% -10.77% -10.77% -10.77% -10.77%
Maximum loss -31.07% -31.07% -31.07% -31.07% -31.07%
Outperformance +7.56% - +10.39% +8.53% +33.41%
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
LGT Sustainable Equity Fd.Global... reinvestment 1,243.2800 -3.09% +7.74%
LGT Sustainable Equity Fd.Global... reinvestment 3,282.2200 -2.41% -
LGT Sustainable Equity Fund Glob... reinvestment 1,808.6200 -8.11% +5.87%
LGT Sustainable Equity Fund Glob... reinvestment 1,928.5500 -9.99% +3.20%
LGT Sustainable Equity Fund Glob... reinvestment 1,361.8000 -3.25% -
LGT Sustainable Equity Fund Glob... reinvestment 2,608.8799 -4.02% +4.65%

Performance

YTD
  -16.56%
6 Months
  -11.30%
1 Year
  -9.99%
3 Years  
+3.20%
5 Years  
+33.85%
Since start  
+92.86%
Year
2019  
+23.68%
2018
  -7.26%
2017  
+14.61%
2016  
+18.32%
2015  
+6.41%
2014  
+16.00%
2013  
+20.58%