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LGT Sustainable Quality Equity Fund Hedged CHF B

Ranked 459 out of 569 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 : 31/12/2016 - 31/12/2017
  • Rank 459/569 Total Return
  • Rank 53/569 Standard Deviation
  • Rank 316/569 Max Drawdown
Fund Name Currency Return
457 OnCapital SIC-GEMV:Gl EqFd with Mgd VolatilityFd A CHF

13.7%

458 Classic Value Equity Fund CHF

13.7%

459 LGT Sustainable Quality Equity Fund Hedged CHF B

Currency exposure is hedged

Currency exposure is hedged

CHF

13.7%

460 Templeton Shariah Global Equity A (acc) USD CHF

13.7%

461 Deutsche (CH) I World Equities SmartFactor LD CHF

13.6%

Fund Name Currency Risk
51 Pro Fonds (Lux) Premium B CHF

5.6

52 JSS OekoSar Equity - Global P EUR dist CHF

5.6

53 LGT Sustainable Quality Equity Fund Hedged CHF B

Currency exposure is hedged

Currency exposure is hedged

CHF

5.6

54 UBS Global Solutions - Gl Equities II Fa CHF

5.6

55 BEKB Strategiefonds Kapitalgewinn B CHF

5.6

Total Return

Quarterly Performance

to 31/12/2017 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).