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LGT Sustainable Quality Equity Fund Hedged CHF B

Ranked 511 out of 546 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 : 31/10/2016 - 31/10/2017
  • Rank 511/546 Total Return
  • Rank 164/546 Standard Deviation
  • Rank 418/546 Max Drawdown
Fund Name Currency Return
509 TL Nachhaltigkeitsfonds HILFSWERKE CHF

11.8%

510 Protea Fund-Atlantic Cap-The Oppc Eq-Z-EUR CHF

11.6%

511 LGT Sustainable Quality Equity Fund Hedged CHF B

Currency exposure is hedged

Currency exposure is hedged

CHF

11.5%

512 Fidelity Funds SMART Gl Mdt A-ACC-USD CHF

11.4%

512 RVT Wachstum Fund CHF

11.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% 3.2% 0.0%
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 -3.5%

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

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).