Swisscanto (LU) Equity Fund Sustainable Global Climate DT CHF/ LU2572020977 /
| NAV6/20/2024 | Chg.-0.5400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 114.5200CHF | -0.47% | 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 | -2.43 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.32% | 14.08% | 15.25% | -% | -% |
| Sharpe ratio | 2.62 | 2.47 | 0.61 | - | - |
| Best month | +10.38% | +10.38% | +10.38% | - | - |
| Worst month | -2.43% | -2.43% | -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 | 263.6100 | +16.18% | +23.74% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | reinvestment | 198.6400 | +15.95% | +23.00% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | paying dividend | 102.3800 | +14.92% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 116.7200 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 114.5200 | +13.02% | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 175.8800 | +16.01% | +23.18% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 155.4100 | +14.92% | +19.76% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... | reinvestment | 239.7800 | +15.76% | +22.39% |
Performance
| YTD | +17.43% | ||
|---|---|---|---|
| 6 Months | +17.61% | ||
| 1 Year | +13.02% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +14.52% | ||
| Year | |||
| 2023 | -2.48% | ||
