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LGT Alpha Indexing Fund (CHF) B

Ranked 80 out of 87 in - Balanced CHF over 12 months
All calculations are in CHF unless stated

Managed by

Alex Borer

Objective

The investment objective of the fund is to achieve adequate long-term revenues and capital gains in the currency of account - primarily through direct or indirect investments in bond and stock markets all over the world - using an active index and alpha strategy. In doing so, the fund aims to optimally select the relevant markets within the parameters of the investment guidelines and to outperform the indices (benchmarks) that represent the individual markets (generation of "Alpha") while taking into account the principle of safety of capital invested.The maximum equity share is limited to 50%.

Showing fund performance in Switzerland View performance globally

Performance

Balanced CHF over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 0.7% 1.6%
2016 4.3% 0.3% 2.7% 2.1% -0.8%
2015 -1.0% 2.2% -3.3% -2.6% 2.9%
2014 9.3% 1.6% 2.8% 0.8% 3.8%
2013 4.0% 3.3% -6.0% 5.1% 1.8%
2012 10.0% 4.8% -1.3% 4.4% 1.9%
2011 -3.7% 1.5% -2.2% -5.9% 3.2%
2010 6.9% 2.8% -2.2% 4.4% 1.9%
2009 6.1% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Switzerland

Fund Info

  • Launch date30/04/2009
  • Share Class size324Mn
  • Base currencyCHF
  • ISIN LI0101102999

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.90%

Related News

LGT launches sustainable market neutral fund

Asset management firm introduces new product that aims to achieve returns while maintaining low correlation to traditional asset classes.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).