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LGT Sustainable Quality Bond Fund Hedged (EUR) B

Ranked 21 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 : 31/01/2017 - 31/01/2018
  • Rank 21/23 Total Return
  • Rank 3/23 Standard Deviation
  • Rank 21/23 Max Drawdown
Fund Name Currency Risk
1 GAM Multibond - ABS-EUR B EUR

0.4

2 WALSER PORTFOLIO Rent Euro EUR

0.4

3 LGT Sustainable Quality Bond Fund Hedged (EUR) B

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

4 European Bond Portfolio I EUR EUR

1.2

5 Tortuga Fonds SICAV plc - Tortuga Bond Fund EUR EUR

1.3

Fund Name Currency Loss
19 Pictet-EUR Bonds-P EUR

-1.4%

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

-1.5%

21 LGT Sustainable Quality Bond Fund Hedged (EUR) B

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

22 LGT Strategy 2 Years (EUR) B EUR

-2.5%

23 JSS Sustainable Green Bond - Global P EUR acc EUR

-2.8%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -0.8% 0.1% -0.1% -0.1% -0.7%
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 size576Mn
  • Base currency
  • 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).