Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

LGT Sustainable Quality Equity Fund Hedged CHF B

Ranked 436 out of 576 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

Marc Gonzales

Objective

The fund will invest most of its assets in equity securities and instruments (shares, participatory certificates, profit sharing certificates, etc.) issued by companies who comply with LGT's quality criteria and sustainability philosophy.The fund may invest up to 10% of its assets in units of collective investment undertakings and other undertakings comparable to a UCITS.The general investment philosophy is to generate a long-term capital appreciation while seeking a contribution to human well-being (non-financial value creation).

Showing fund performance in Switzerland View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018
  • Rank 436/576 Total Return
  • Rank 34/576 Standard Deviation
  • Rank 380/576 Max Drawdown
Fund Name Currency Return
434 Templeton Global A (Ydis) USD CHF

6.0%

435 COVAMOS Global Stock Fund K K3 CHF

6.0%

436 LGT Sustainable Quality Equity Fund Hedged CHF B

Currency exposure is hedged

Currency exposure is hedged

CHF

5.9%

437 LSF - Active Solar C USD CHF

5.9%

438 Invesco Global Opportunities A Acc USD CHF

5.9%

438 SWC (CH) EF Global Consumers AA CHF CHF

5.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5% 1.0%
2017 13.7% 5.2% 3.2% 0.0% 4.7%
2016 3.1% 0.4% 4.2% 0.2% -1.7%
2015 5.2% 5.3% -2.3% -3.2% 5.7%
2014 8.5% 0.7% 4.5% 1.1% 2.0%
2013 16.3% 12.0% -2.2% 0.6% 5.5%
2012 3.7% -3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/06/2012
  • Share Class size34Mn
  • Base currencyCHF
  • ISIN LI0183907844
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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).