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LO Funds - Generation Global (USD) P A

Ranked 10 out of 120 in - Global over 12 months
All calculations are in EUR unless stated

Objective

The Sub-Fund aims to generate capital growth over the long term. It mainly invests in equity securities, preferred stocks and convertible securities issued by companies worldwide, including emerging markets. The investment approach is based on the premise that sustainability factors will ultimately drive a companys share price over the long term.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7%
2017 18.5% 10.5% 2.0% 0.1% 5.1%
2016 11.0% -3.2% 3.8% 6.1% 4.2%
2015 15.9% 16.7% -3.0% -8.4% 11.8%
2014 24.9% 4.1% 2.0% 6.4% 10.5%
2013 20.7% 12.2% -0.2% 3.7% 4.0%
2012 15.8% 8.5% 1.2% 4.4% 1.1%
2011 -7.3% -3.1% -1.5% -11.4% 9.7%
2010 19.5% 10.4% -1.2% 0.0% 9.5%
2009 13.3% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date29/05/2009
  • Share Class size33Mn
  • Base currencyEUR
  • ISIN LU0428704042

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

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