Swisscanto (LU) Equity Fund Sustainable NT/ LU2581633620 /
| NAV07/06/2024 | Chg.+0.2800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 130.9800EUR | +0.21% | reinvestment | Equity Worldwide | Swisscanto AM Int. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | 4.26 | 2.27 | 1.66 | -0.56 | -2.35 | -3.60 | 5.97 | 3.91 | - |
| 2024 | 3.06 | 5.69 | 4.32 | -1.69 | 4.80 | 1.32 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.85% | 10.52% | 11.09% | -% | -% |
| Sharpe ratio | 4.15 | 4.14 | 1.94 | - | - |
| Best month | +5.69% | +5.69% | +5.97% | - | - |
| Worst month | -1.69% | -1.69% | -3.60% | - | - |
| Maximum loss | -4.18% | -4.18% | -8.18% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Swisscanto(LU)Equity Fd.Sustaina... | reinvestment | 176.2600 | +24.17% | +37.76% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 126.2200 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 130.9800 | +25.23% | - | |
| Swisscanto (LU) Equity Fund Sust... | paying dividend | 311.7900 | +22.84% | +33.33% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 322.7100 | +22.82% | +33.31% |
Performance
| YTD | +18.63% | ||
|---|---|---|---|
| 6 Months | +21.32% | ||
| 1 Year | +25.23% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +30.98% | ||
| Year | |||
