LO Fds.Planetary Transition NA Seed USD/ LU2107588282 /
| NAV11/4/2024 | Chg.+0.1247 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 18.4328USD | +0.68% | reinvestment | Equity Worldwide | Lombard Odier F.(EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | 7.99 | -3.00 | -11.05 | 2.59 | 9.38 | -3.92 | - |
| 2023 | 8.72 | -2.11 | 2.68 | -3.32 | -0.85 | 5.65 | 2.00 | -4.41 | -6.20 | -5.51 | 8.25 | 5.20 | +8.90% |
| 2024 | -1.07 | 2.60 | 3.61 | -1.99 | 3.20 | -0.12 | 2.70 | 2.42 | 1.79 | -3.73 | 0.68 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.90% | 10.65% | 10.95% | -% | -% |
| Sharpe ratio | 0.85 | 0.55 | 1.67 | - | - |
| Best month | +5.20% | +3.20% | +8.25% | +9.38% | - |
| Worst month | -3.73% | -3.73% | -3.73% | -11.05% | - |
| Maximum loss | -6.87% | -6.87% | -6.87% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +10.25% | ||
|---|---|---|---|
| 6 Months | +4.34% | ||
| 1 Year | +21.22% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +8.80% | ||
| Year | |||
| 2023 | +8.90% | ||
