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LGT Sustainable Equity Fund Global (EUR) IM

Ranked 37 out of 119 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Christian Scherrer

Christian Scherrer was born in Scherzingen in the late 1970s. He studied economics and finance at the University of Applied Sciences in St. Gallen, Switzerland. He joined LGT Capital Management in 2003 where he is a fund manager of multi asset class and equity funds. Since January 2012, he has been the lead manager of the LGT Sustainable Equity Fund Global. Outside of fund management Christian enjoys music, the theatre and a number of sports including football, badminton and hiking.

Objective

The objective of this Fund is to achieve reasonable capital growth while at the same time taking into consideration sustainability aspects (LGT Sustainable Investing). The Fund seeks to achieve this by investing at least 85% of its net asset value (NAV) in LGT Sustainable Equity Global SubFund (a subfund of Crown Sigma UCITS plc). The performance of the fund will essentially be equal to the Master Funds performance. The Master Fund invests primarily in a broad range of equity securities and instruments by issuers all over the world.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018
  • Rank 37/119 Total Return
  • Rank 17/119 Standard Deviation
  • Rank 39/119 Max Drawdown
Fund Name Currency Loss
37 LO Funds - Global Responsible Equity USD MA EUR

-4.5%

38 Forte Investment Fund EUR

-4.6%

39 LGT Sustainable Equity Fund Global (EUR) IM EUR

-4.7%

40 UBS (Lux) KSS - Global Equities (USD) P-acc EUR

-4.7%

41 LGT Sustainable Quality Equity Fund Hedged EUR B

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7% 7.6%
2017 6.7% 6.8% -3.4% 0.3% 3.2%
2016 22.0% 2.8% 7.6% 5.0% 5.1%
2015 19.7% 18.4% -4.8% -3.2% 9.7%
2014 20.2% 2.9% 4.6% 7.0% 4.3%
2013 20.8% 10.3% 0.2% 3.4% 5.8%
2012 11.2% 13.4% -4.2% 3.8% -1.4%
2011 -6.4% 0.0% -2.5% -15.1% 13.2%
2010 19.3% 8.1% -3.5% 1.7% 12.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Liechtenstein
  3. Switzerland

Fund Info

  • Launch date30/11/2009
  • Base currencyEUR
  • ISIN LI0106893030

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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