LGT Sustainable Equity Fund Global EUR IM/ LI0106893030 /
| NAV13.06.2024 | Diff.+11.9502 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 5'317.4800EUR | +0.23% | thesaurierend | Aktien weltweit | LGT Capital P. (FL) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | -0.81 | 2.52 | 0.99 | 0.09 | 2.12 | - |
| 2018 | -1.03 | -2.80 | -0.89 | 3.68 | 3.37 | 0.38 | 2.93 | 1.25 | 0.44 | -3.59 | 2.65 | -7.80 | -2.03% |
| 2019 | 6.72 | 3.46 | 1.55 | 5.32 | -4.09 | 3.93 | 2.97 | 0.61 | 1.16 | 0.23 | 3.45 | 1.89 | +30.34% |
| 2020 | 0.41 | -7.23 | -10.51 | 12.46 | 0.57 | 2.57 | -2.06 | 2.81 | -0.93 | -1.77 | 9.25 | 3.16 | +6.81% |
| 2021 | -0.19 | 1.91 | 8.54 | 2.26 | 0.51 | 1.42 | 0.48 | -0.20 | -1.43 | 1.87 | -0.24 | 5.97 | +22.52% |
| 2022 | -2.18 | 0.84 | 1.76 | -1.93 | -1.04 | -4.68 | 6.85 | -3.79 | -5.45 | 3.41 | 4.54 | -7.09 | -9.34% |
| 2023 | 5.40 | -1.23 | -0.81 | 2.00 | -0.82 | 0.90 | 0.51 | -1.72 | -1.36 | -2.42 | 7.09 | 3.62 | +11.22% |
| 2024 | 2.00 | -0.22 | 3.10 | -2.43 | 1.02 | 2.50 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.02% | 9.77% | 9.78% | 12.30% | 14.77% |
| Sharpe Ratio | 1.03 | 0.83 | 0.74 | 0.06 | 0.39 |
| Bester Monat | +3.62% | +3.62% | +7.09% | +7.09% | +12.46% |
| Schlechtester Monat | -2.43% | -2.43% | -2.43% | -7.09% | -10.51% |
| Maximaler Verlust | -3.99% | -3.99% | -7.55% | -12.67% | -30.67% |
| Outperformance | +5.16% | - | +4.82% | +22.12% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| LGT Sustainable Equity Fund Glob... | thesaurierend | 3'048.7000 | +9.90% | -0.82% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 1'956.1100 | +10.23% | +11.66% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 5'317.4800 | +11.00% | +14.03% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2'736.1299 | +8.92% | -3.43% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2'666.4199 | +7.62% | -3.93% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2'136.2700 | +10.19% | +11.53% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 2'098.9199 | +8.54% | -1.45% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 1'537.3700 | +9.85% | -0.94% | |
| LGT Sustainable Equity Fund Glob... | ausschüttend | 931.3300 | +8.92% | -3.43% | |
| LGT Sustainable Equity Fund Glob... | thesaurierend | 3'951.5601 | +9.25% | +8.72% |
Performance
| lfd. Jahr | +6.01% | ||
|---|---|---|---|
| 6 Monate | +5.72% | ||
| 1 Jahr | +11.00% | ||
| 3 Jahre | +14.03% | ||
| 5 Jahre | +56.86% | ||
| 10 Jahre | - | ||
| seit Beginn | +84.78% | ||
| Jahr | |||
| 2023 | +11.22% | ||
| 2022 | -9.34% | ||
| 2021 | +22.52% | ||
| 2020 | +6.81% | ||
| 2019 | +30.34% | ||
| 2018 | -2.03% | ||
