LGT Sustainable Equity Fund Global EUR C/  LI0247154839  /

Fonds
NAV3/31/2020 Chg.+4.6101 Type of yield Investment Focus Investment company
1,315.0500EUR +0.35% reinvestment Equity Worldwide LGT Capital P. (FL) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - - - - -0.89 2.45 0.91 0.02 2.05 -
2018 -1.11 -2.87 -0.96 3.60 3.29 0.31 2.85 1.18 0.38 -3.67 2.58 -7.87 -2.89%
2019 6.65 3.39 1.48 5.24 -4.16 3.86 2.89 0.53 1.08 0.16 3.38 1.81 +29.21%
2020 0.33 -7.29 -10.58 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 37.13% 26.86% 19.96% -% -%
Sharpe ratio -1.41 -0.85 -0.23 - -
Best month +1.81% +3.38% +5.24% +6.65% -
Worst month -10.58% -10.58% -10.58% -10.58% -
Maximum loss -30.73% -30.73% -30.73% - -
Outperformance +3.96% - +7.79% - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
LGT Sustainable Equity Fd.Global... reinvestment 1,200.5699 -4.78% +4.22%
LGT Sustainable Equity Fd.Global... reinvestment 3,169.1101 -4.11% -
LGT Sustainable Equity Fund Glob... reinvestment 1,777.3800 -7.79% +3.87%
LGT Sustainable Equity Fund Glob... reinvestment 1,873.0699 -10.61% +0.34%
LGT Sustainable Equity Fund Glob... reinvestment 1,315.0500 -4.94% -
LGT Sustainable Equity Fund Glob... reinvestment 2,519.6499 -5.70% +1.22%

Performance

YTD
  -16.82%
6 Months
  -12.31%
1 Year
  -4.94%
3 Years     -
5 Years     -
Since start  
+7.56%
Year
2019  
+29.21%
2018
  -2.89%