LGT Sustainable Equity Fund Global EUR I1/ LI0106893006 /
| NAV06.06.2024 | Diff.+0.4401 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 1'943.2900EUR | +0.02% | thesaurierend | Aktien weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | 1.02 | -0.21 | -1.94 | -1.44 | -1.45 | -0.87 | 2.46 | 0.93 | 0.03 | 2.06 | - |
| 2018 | -1.09 | -2.85 | -0.95 | 3.62 | 3.31 | 0.32 | 2.86 | 1.19 | 0.39 | -3.65 | 2.59 | -7.86 | -2.72% |
| 2019 | 6.66 | 3.41 | 1.49 | 5.26 | -4.15 | 3.88 | 2.91 | 0.55 | 1.10 | 0.17 | 3.39 | 1.82 | +29.43% |
| 2020 | 0.35 | -7.28 | -10.57 | 12.40 | 0.51 | 2.51 | -2.12 | 2.75 | -0.98 | -1.82 | 9.18 | 3.10 | +6.07% |
| 2021 | -0.24 | 1.85 | 8.47 | 2.20 | 0.45 | 1.36 | 0.43 | -0.26 | -1.49 | 1.82 | -0.30 | 5.91 | +21.67% |
| 2022 | -2.24 | 0.79 | 1.70 | -1.99 | -1.10 | -4.74 | 6.79 | -3.85 | -5.50 | 3.35 | 4.48 | -7.14 | -9.98% |
| 2023 | 5.34 | -1.28 | -0.87 | 1.95 | -0.88 | 0.84 | 0.45 | -1.78 | -1.41 | -2.48 | 7.02 | 3.56 | +10.44% |
| 2024 | 1.93 | -0.28 | 3.04 | -2.49 | 0.96 | 1.80 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.19% | 9.81% | 9.81% | 12.31% | 14.77% |
| Sharpe Ratio | 0.82 | 1.08 | 0.50 | 0.02 | 0.35 |
| Bester Monat | +3.56% | +3.56% | +7.02% | +7.02% | +12.40% |
| Schlechtester Monat | -2.49% | -2.49% | -2.49% | -7.14% | -10.57% |
| Maximaler Verlust | -4.03% | -4.03% | -8.09% | -13.63% | -30.72% |
| Outperformance | +4.52% | - | +4.08% | +19.25% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| LGT Sustainable Equity Fund Glob... | thesaurierend | 3'059.0801 | +10.58% | +0.29% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 1'943.2900 | +8.66% | +12.37% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 5'281.9102 | +9.43% | +14.75% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2'745.9199 | +9.60% | -2.35% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2'669.0601 | +7.61% | -2.76% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2'122.2800 | +8.62% | +12.24% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2'100.6699 | +8.53% | -0.25% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 1'542.6300 | +10.54% | +0.17% | |
| LGT Sustainable Equity Fund Glob... | ausschüttend | 934.6600 | +9.60% | -2.35% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 3'926.3201 | +7.70% | +9.41% |
Performance
| lfd. Jahr | +4.98% | ||
|---|---|---|---|
| 6 Monate | +6.91% | ||
| 1 Jahr | +8.66% | ||
| 3 Jahre | +12.37% | ||
| 5 Jahre | +52.86% | ||
| 10 Jahre | - | ||
| seit Beginn | +70.42% | ||
| Jahr | |||
| 2023 | +10.44% | ||
| 2022 | -9.98% | ||
| 2021 | +21.67% | ||
| 2020 | +6.07% | ||
| 2019 | +29.43% | ||
| 2018 | -2.72% | ||
