Swisscanto (LU) Equity Fund Sustainable GT/ LU2708738559 /
| NAV9/19/2024 | Chg.+1.9900 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 127.7500EUR | +1.58% | 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 | 0.13 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.17% | 15.31% | -% | -% | -% |
| Sharpe ratio | 1.77 | 0.83 | - | - | - |
| Best month | +5.63% | +4.72% | +5.63% | - | - |
| Worst month | -1.75% | -1.75% | -1.75% | - | - |
| Maximum loss | -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 | 178.3200 | +24.38% | +26.13% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 127.7500 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | paying dividend | 310.2100 | +23.05% | +22.09% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 325.4700 | +23.02% | +22.07% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 132.8300 | +25.44% | - |
Performance
| YTD | +19.71% | ||
|---|---|---|---|
| 6 Months | +7.82% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +27.75% | ||
| Year | |||
