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LGT Sustainable Quality Bond Fund Hedged (EUR) B

Ranked 19 out of 23 in - Euro over 12 months
All calculations are in EUR unless stated

Managed by

Jana Benesova

Emerging European Fixed Income securities specialist Jana Benesova is head of credit and senior portfolio manager at LGT Capital Partners having joined the group in June 2016. She previously worked at Stone Milliner Asset Management, Moore Capital Management and spent 10 years at Credit Suisse Asset Management. Prior to this she started her money-management career working as a credit analyst and equity portfolio manager at the Czech Zivnobanka-BHF Investment Company. Benesova was born in what is now the Czech Republic, and attended Prague School of Economics graduating with an MBA. An accomplished linguist, she is fluent in German, Russian, Czech and English.

Objective

The aim of the fund is to achieve fair capital growth while seeking a contribution to human well-being (non-financial value creation). The Fund invests its assets primarily in fixed income securities issued by global government and corporations. The selection criteria concern aspects regarding the quality, sustainability (LGT Sustainable Investing) and a balanced risk diversification. Minimum 80 % of foreign currency investments are hedged against the reference currency of the relevant share class.

Showing fund performance in Liechtenstein View performance globally

Performance

Euro over : 31/10/2016 - 31/10/2017
  • Rank 19/23 Total Return
  • Rank 3/23 Standard Deviation
  • Rank 7/23 Max Drawdown
Fund Name Currency Return
17 WALSER PORTFOLIO Rent Euro EUR

-0.6%

18 VP Bank Bond Fund EUR B EUR

-0.7%

19 LGT Sustainable Quality Bond Fund Hedged (EUR) B

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

20 LGT Strategy 2 Years (EUR) B EUR

-1.1%

21 Swisscanto (LU) BF Vision EUR AA EUR

-1.4%

Fund Name Currency Risk
1 GAM Multibond - ABS-EUR B

Currency exposure is hedged

Currency exposure is hedged

EUR

0.3

2 WALSER PORTFOLIO Rent Euro EUR

0.6

3 LGT Sustainable Quality Bond Fund Hedged (EUR) B

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

4 Tortuga Fonds SICAV plc - Tortuga Bond Fund EUR EUR

1.3

5 Julius Baer Global Excellence Fixed Income (EUR) B EUR

1.4

Fund Name Currency Loss
5 European Bond Portfolio I EUR EUR

-0.9%

6 KEOX Yield PLUS EUR R EUR

-0.9%

7 LGT Sustainable Quality Bond Fund Hedged (EUR) B

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

8 Raiffeisenfonds-Konservativ R VTA EUR

-1.1%

9 Julius Baer Global Excellence Fixed Income (EUR) B EUR

-1.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.1% -0.1% -0.1%
2016 0.6% 1.2% 0.5% 0.1% -1.2%
2015 -1.6% -0.2% -1.2% -0.3% 0.1%
2014 2.4% 1.1% 1.3% 0.5% -0.5%
2013 -0.6% 0.6% -1.6% 0.3% 0.1%
2012 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Switzerland

Fund Info

  • Launch date02/07/2012
  • Share Class size591Mn
  • Base currencyEUR
  • ISIN LI0183909782
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Related News

LGT launches sustainable corporate bond fund

Asset management firm starts a new strategy to tap ESG high-flyers across the globe.

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