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LO Funds - Golden Age (USD) NA

Ranked 16 out of 119 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 issued by companies worldwide, that are significantly driven by the ageing population theme across multiple sectors (e.g. healthcare products and services, as well as healthy food, cosmetics, leisure, financial planning etc.).

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8% 7.7%
2017 11.7% 6.8% 2.1% -0.9% 3.4%
2016 -4.0% -9.5% 4.9% 0.2% 1.0%
2015 14.2% 20.9% -3.7% -9.0% 7.8%
2014 27.6% 1.2% 3.0% 11.0% 10.4%
2013 24.9% 16.3% -0.5% 2.4% 5.5%
2012 13.4% 8.3% 3.1% 1.5% 0.1%
2011 -2.8% 0.6% 4.8% -13.4% 6.6%
2010 13.1% 11.2% -4.1% -4.3% 10.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date13/11/2009
  • Share Class size195Mn
  • Base currencyCHF
  • ISIN LU0431649374

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5.00%

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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).