LGT Sustainable Equity Fund Global EUR B/ LI0106892966 /
| NAV29.08.2024 | Diff.+24,0701 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 3.982,7800EUR | +0,61% | thesaurierend | Aktien weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | -1,80 | 2,39 | 7,11 | 1,44 | -2,88 | -2,44 | 1,68 | -2,31 | 1,97 | 1,82 | 4,60 | 5,12 | +17,37% |
| 2011 | -0,26 | 2,42 | -2,52 | -0,03 | 0,00 | -2,91 | -1,79 | -9,96 | -4,42 | 9,25 | 1,27 | 1,87 | -7,92% |
| 2012 | 7,22 | 4,71 | 0,54 | -1,19 | -5,94 | 2,68 | 2,50 | -1,06 | 1,92 | -2,12 | 0,36 | -0,09 | +9,28% |
| 2013 | 1,58 | 3,33 | 4,64 | -0,02 | 2,94 | -3,03 | 2,36 | -1,47 | 2,04 | 4,15 | 1,09 | 0,02 | +18,77% |
| 2014 | -2,01 | 3,04 | 1,52 | -0,08 | 3,28 | 0,93 | 1,77 | 4,76 | -0,03 | 0,91 | 1,73 | 1,20 | +18,20% |
| 2015 | 11,50 | 3,35 | 2,30 | -1,53 | 1,64 | -5,25 | 1,53 | -5,14 | 0,09 | 7,41 | 3,62 | -1,88 | +17,68% |
| 2016 | -1,75 | 3,38 | 0,79 | 2,52 | 3,27 | 1,24 | 4,36 | 0,86 | -0,69 | 0,20 | 2,45 | 1,92 | +20,01% |
| 2017 | -0,12 | 5,44 | 0,94 | -0,28 | -2,03 | -1,52 | -1,54 | -0,95 | 2,38 | 0,84 | -0,05 | 1,98 | +4,98% |
| 2018 | -1,18 | -2,92 | -1,03 | 3,53 | 3,22 | 0,25 | 2,78 | 1,11 | 0,32 | -3,74 | 2,51 | -7,93 | -3,67% |
| 2019 | 6,57 | 3,33 | 1,41 | 5,17 | -4,23 | 3,80 | 2,82 | 0,47 | 1,02 | 0,09 | 3,31 | 1,74 | +28,18% |
| 2020 | 0,27 | -7,35 | -10,64 | 12,31 | 0,44 | 2,43 | -2,20 | 2,67 | -1,06 | -1,90 | 9,09 | 3,01 | +5,04% |
| 2021 | -0,32 | 1,78 | 8,38 | 2,13 | 0,38 | 1,29 | 0,35 | -0,34 | -1,56 | 1,75 | -0,38 | 5,83 | +20,57% |
| 2022 | -2,31 | 0,72 | 1,63 | -2,06 | -1,18 | -4,81 | 6,72 | -3,93 | -5,57 | 3,27 | 4,40 | -7,21 | -10,77% |
| 2023 | 5,26 | -1,35 | -0,94 | 1,88 | -0,96 | 0,77 | 0,37 | -1,85 | -1,48 | -2,56 | 6,95 | 3,49 | +9,47% |
| 2024 | 1,85 | -0,35 | 2,97 | -2,57 | 0,89 | 2,61 | 1,07 | -0,44 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,81% | 11,13% | 10,41% | 12,52% | 14,87% |
| Sharpe Ratio | 0,55 | 0,52 | 0,82 | -0,04 | 0,24 |
| Bester Monat | +3,49% | +2,97% | +6,95% | +6,95% | +12,31% |
| Schlechtester Monat | -2,57% | -2,57% | -2,57% | -7,21% | -10,64% |
| Maximaler Verlust | -5,48% | -5,48% | -6,86% | -14,84% | -30,78% |
| Outperformance | +2,82% | - | +3,07% | +14,68% | +28,75% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| LGT Sustainable Equity Fund Glob... | thesaurierend | 3.164,3000 | +15,53% | +5,26% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 1.975,2700 | +13,02% | +12,19% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 5.377,4702 | +13,81% | +14,57% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2.834,5701 | +14,51% | +2,49% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2.620,8899 | +10,23% | -5,07% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2.157,0100 | +12,97% | +12,05% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2.066,7800 | +11,17% | -2,62% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 1.595,5400 | +15,49% | +5,14% | |
| LGT Sustainable Equity Fund Glob... | ausschüttend | 926,9100 | +14,51% | +2,49% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 3.982,7800 | +12,02% | +9,24% |
Performance
| lfd. Jahr | +6,07% | ||
|---|---|---|---|
| 6 Monate | +4,51% | ||
| 1 Jahr | +12,02% | ||
| 3 Jahre | +9,24% | ||
| 5 Jahre | +40,54% | ||
| 10 Jahre | +149,47% | ||
| seit Beginn | +298,28% | ||
| Jahr | |||
| 2023 | +9,47% | ||
| 2022 | -10,77% | ||
| 2021 | +20,57% | ||
| 2020 | +5,04% | ||
| 2019 | +28,18% | ||
| 2018 | -3,67% | ||
| 2017 | +4,98% | ||
| 2016 | +20,01% | ||
| 2015 | +17,68% | ||
