Swisscanto (LU) Equity Fund Sustainable GT/ LU2708738559 /
| NAV2024-11-11 | Chg.+1.1200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 135.8700EUR | +0.83% | reinvestment | Equity Worldwide | Swisscanto AM Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | - | - | - | - | - | 3.83 | - |
| 2024 | 3.01 | 5.63 | 4.27 | -1.75 | 4.72 | 2.99 | 0.27 | -0.83 | 0.56 | -0.34 | 6.26 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.83% | 15.52% | 13.21% | -% | -% |
| Sharpe ratio | 2.12 | 1.29 | 2.38 | - | - |
| Best month | +6.26% | +6.26% | +6.26% | - | - |
| Worst month | -1.75% | -0.83% | -1.75% | - | - |
| Maximum loss | -10.99% | -10.99% | -10.99% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Swisscanto(LU)Equity Fd.Sustaina... | reinvestment | 189.6200 | +34.09% | +24.19% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 135.8700 | +34.29% | - | |
| Swisscanto (LU) Equity Fund Sust... | paying dividend | 329.3500 | +32.67% | +20.22% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 345.5500 | +32.64% | +20.19% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 141.4200 | +35.23% | - |
Performance
| YTD | +27.31% | ||
|---|---|---|---|
| 6 Months | +10.90% | ||
| 1 Year | +34.29% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +35.87% | ||
| Year | |||
