Swisscanto (LU) Equity Fund Sustainable NT/ LU2581633620 /
| NAV6/6/2024 | Chg.-0.3000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 130.7000EUR | -0.23% | 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 | 1.11 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.90% | 10.52% | 11.09% | -% | -% |
| Sharpe ratio | 4.10 | 4.23 | 1.83 | - | - |
| 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 | 175.8900 | +23.00% | +37.47% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 125.9500 | - | - | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 130.7000 | +24.05% | - | |
| Swisscanto (LU) Equity Fund Sust... | paying dividend | 311.1400 | +21.68% | +33.06% | |
| Swisscanto (LU) Equity Fund Sust... | reinvestment | 322.0400 | +21.66% | +33.04% |
Performance
| YTD | +18.38% | ||
|---|---|---|---|
| 6 Months | +21.69% | ||
| 1 Year | +24.05% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +30.70% | ||
| Year | |||
