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LGT Sustainable Quality Equity Fund Hedged CHF B

Ranked 416 out of 567 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 : 31/01/2017 - 31/01/2018
  • Rank 416/567 Total Return
  • Rank 44/567 Standard Deviation
  • Rank 320/567 Max Drawdown
Fund Name Currency Return
414 Protea Fund White Swan Fund I USD Dis CHF

16.2%

415 Franklin World Perspectives A (acc) USD CHF

16.0%

416 LGT Sustainable Quality Equity Fund Hedged CHF B

Currency exposure is hedged

Currency exposure is hedged

CHF

16.0%

417 Stewart Investors Worldwide Ls A Acc GBP CHF

16.0%

418 Investec GSF Global Quality Equity A Inc USD CHF

15.9%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 investment1.5

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).