LGT Sustainable Equity Fund Global USD C/ LI0247155075 /
| NAV29.08.2024 | Diff.+1.2201 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 1'595.5400USD | +0.08% | thesaurierend | Aktien weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | 2.51 | -6.97 | - |
| 2019 | 7.04 | 2.58 | 0.07 | 5.06 | -4.69 | 6.10 | 0.62 | -0.55 | 0.05 | 2.48 | 2.17 | 3.65 | +26.85% |
| 2020 | -0.98 | -8.08 | -10.67 | 12.14 | 2.13 | 3.44 | 3.10 | 3.89 | -2.93 | -2.51 | 12.13 | 5.41 | +15.40% |
| 2021 | -0.97 | 1.76 | 5.04 | 4.69 | 1.98 | -1.69 | 0.43 | -0.70 | -3.29 | 1.67 | -2.98 | 6.95 | +13.02% |
| 2022 | -3.64 | 0.96 | 0.73 | -7.04 | 0.42 | -7.03 | 4.11 | -5.14 | -7.93 | 4.25 | 8.87 | -3.84 | -15.60% |
| 2023 | 7.24 | -3.59 | 1.55 | 3.56 | -4.26 | 3.21 | 1.50 | -3.33 | -3.84 | -2.64 | 10.46 | 4.88 | +14.35% |
| 2024 | 0.20 | -0.64 | 2.86 | -3.51 | 2.54 | 1.35 | 2.11 | 1.93 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.79% | 10.95% | 10.92% | 13.83% | 15.74% |
| Sharpe Ratio | 0.67 | 1.08 | 1.10 | -0.13 | 0.28 |
| Bester Monat | +4.88% | +2.86% | +10.46% | +10.46% | +12.14% |
| Schlechtester Monat | -3.51% | -3.51% | -3.84% | -7.93% | -10.67% |
| Maximaler Verlust | -5.26% | -5.26% | -8.41% | -24.04% | -30.94% |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
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 | +6.88% | ||
|---|---|---|---|
| 6 Monate | +7.36% | ||
| 1 Jahr | +15.49% | ||
| 3 Jahre | +5.14% | ||
| 5 Jahre | +46.56% | ||
| 10 Jahre | - | ||
| seit Beginn | +59.55% | ||
| Jahr | |||
| 2023 | +14.35% | ||
| 2022 | -15.60% | ||
| 2021 | +13.02% | ||
| 2020 | +15.40% | ||
| 2019 | +26.85% | ||
