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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


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


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


458 Classic Value Equity Fund CHF


459 LGT Sustainable Quality Equity Fund Hedged CHF B

Currency exposure is hedged

Currency exposure is hedged



460 Templeton Shariah Global Equity A (acc) USD CHF


461 Deutsche (CH) I World Equities SmartFactor LD CHF


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


52 JSS OekoSar Equity - Global P EUR dist CHF


53 LGT Sustainable Quality Equity Fund Hedged CHF B

Currency exposure is hedged

Currency exposure is hedged



54 UBS Global Solutions - Gl Equities II Fa CHF


55 BEKB Strategiefonds Kapitalgewinn B CHF


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


  • 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).