Swisscanto (LU) Equity Fund Sustainable Global Climate DT CHF/ LU2572020977 /
| NAV13/06/2024 | Chg.-0.4800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 116.7000CHF | -0.41% | 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 | -0.57 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.14% | 13.98% | 15.15% | -% | -% |
| Sharpe ratio | 3.24 | 3.14 | 0.63 | - | - |
| Best month | +10.38% | +10.38% | +10.38% | - | - |
| Worst month | -0.85% | -0.85% | -9.18% | - | - |
| Maximum loss | -5.64% | -5.64% | -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 | 266.1900 | +15.10% | +25.90% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | reinvestment | 200.6000 | +14.87% | +25.15% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | paying dividend | 103.4100 | +13.85% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 118.9200 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 116.7000 | +13.20% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 177.6100 | +14.93% | +25.33% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 156.9700 | +13.85% | +21.85% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | reinvestment | 242.1400 | +14.67% | +24.52% |
Performance
| YTD | +19.67% | ||
|---|---|---|---|
| 6 Months | +21.44% | ||
| 1 Year | +13.20% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +16.70% | ||
| Year | |||
| 2023 | -2.48% | ||
