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CS (Lux) Global Dividend Plus Equity Fund B USD

Ranked 95 out of 120 in - Global over 12 months
All calculations are in EUR unless stated

Objective

This Equity Fund is actively managed aiming to outperform the return of the MSCI World (NR) benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in equities and equity-type securities. It invests without being limited to a specific class of assets, geographic scope or industry sector.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.2%
2017 1.6% 2.8% -3.7% -0.3% 2.9%
2016 11.2% -2.0% 4.9% 0.5% 7.7%
2015 8.6% 12.8% -4.7% -7.1% 8.7%
2014 16.8% 0.9% 5.3% 5.8% 4.0%
2013 15.9% 10.4% -1.3% 1.2% 5.1%
2012 11.0% 6.0% 1.9% 4.0% -1.2%
2011 0.5% -1.4% -1.4% -8.7% 13.2%
2010 3.0% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Czech Republic
  5. Finland
  6. France
  7. Germany
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Spain
  14. Sweden
  15. Switzerland

Fund Info

  • Launch date15/04/2010
  • Share Class size169Mn
  • Base currencyUSD
  • ISIN LU0439730457

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.6

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).