Swisscanto (LU) Equity Fund Sustainable Climate DT CHF/ LU2572020977 /
| NAV29/08/2024 | Chg.+1.3000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 108.3300CHF | +1.21% | reinvestment | Equity Worldwide | Swisscanto AM Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | 2.24 | -1.91 | -6.57 | 1.90 | 6.99 | -0.12 | -4.30 | -3.57 | -9.18 | 5.97 | 6.45 | -2.48% |
| 2024 | -0.85 | 10.38 | 6.17 | -0.13 | 3.71 | -3.71 | 0.68 | -4.79 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.01% | 19.24% | 17.46% | -% | -% |
| Sharpe ratio | 0.77 | -0.02 | 0.40 | - | - |
| Best month | +10.38% | +10.38% | +10.38% | - | - |
| Worst month | -4.79% | -4.79% | -9.18% | - | - |
| Maximum loss | -16.28% | -16.28% | -16.28% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 253.5000 | +12.44% | +6.60% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 110.6200 | +11.49% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 190.9500 | +12.21% | +5.96% | |
| Swisscanto (LU) Equity Fund Sust... | paying dividend | 98.2500 | +11.22% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 108.3300 | +10.47% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 169.0900 | +12.27% | +6.12% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 149.1400 | +11.22% | +3.18% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 230.4200 | +12.03% | +5.43% |
Performance
| YTD | +11.08% | ||
|---|---|---|---|
| 6 Months | +1.50% | ||
| 1 Year | +10.47% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +8.33% | ||
| Year | |||
| 2023 | -2.48% | ||
