Swisscanto (LU) Equity Fund Sustainable Global Climate DT CHF/ LU2572020977 /
| NAV7/25/2024 | Chg.-0.9200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 110.1100CHF | -0.83% | 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 | -2.57 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.74% | 16.18% | 16.05% | -% | -% |
| Sharpe ratio | 1.30 | 1.30 | 0.28 | - | - |
| Best month | +10.38% | +10.38% | +10.38% | - | - |
| Worst month | -3.71% | -3.71% | -9.18% | - | - |
| Maximum loss | -8.61% | -8.61% | -18.72% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 253.3800 | +8.57% | +13.37% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | reinvestment | 190.9000 | +8.36% | +12.70% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | paying dividend | 98.3100 | +7.40% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 112.3300 | +12.33% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 110.1100 | +8.27% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 169.0300 | +8.41% | +12.86% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 149.2200 | +7.39% | +9.73% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | reinvestment | 230.3900 | +8.17% | +12.13% |
Performance
| YTD | +12.91% | ||
|---|---|---|---|
| 6 Months | +11.62% | ||
| 1 Year | +8.27% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +10.11% | ||
| Year | |||
| 2023 | -2.48% | ||
