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LGT Select Equity Enhanced Min Variance (USD) IM

Ranked 55 out of 119 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Stefan Oehri

Objective

The objective of this Fund is to achieve reasonable capital growth. The Fund invests at least two thirds of its assets in equities and equivalent securities issued by companies all over the world and comparable funds. The aim of the investment policy is to optimize the return/volatility ratio (sharp ratio maximization). Derivatives (securities derived from other securities or transactions) may be used, at an increased risk of loss, for hedging purposes, to increase profit opportunities and to efficiently implement the investment policy.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 6.8%
2017 3.8% 4.3% -2.0% -1.1% 2.7%
2016 10.2% 0.2% 5.4% -0.7% 5.1%
2015 17.0% 14.9% -2.6% -3.3% 8.0%
2014 27.8% 3.4% 5.1% 8.6% 8.4%
2013 21.7% 17.0% -1.6% -0.4% 6.2%
2012 9.4% 4.0% 3.4% 2.6% -0.8%
2011 8.1% -0.5% 1.2% -1.6% 9.1%
2010 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Liechtenstein
  3. Switzerland

Fund Info

  • Launch date29/07/2010
  • Share Class size330Mn
  • Base currencyUSD
  • ISIN LI0113203439

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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