LGT Funds SICAV - LGT Sustainable Equity Fund Global (EUR) IM
ISIN: LI0106893030
Categoria Morningstar: Global Large-Cap Blend Equity
Società: LGT Capital Partners
The fund is an actively managed equity portfolio using sustainable criteria, which primarily invests in companies operating around the globe. The philosophy of the investments considers the sustainable value creation and improvement to human well-being. The investment objective is to invest sustainably while also outperforming the benchmark.
The fund seeks to achieve this by investing at least 85% of its net asset value (“NAV”) in LGT Sustainable Equity Global Sub-
Fund (a subfund of Crown Sigma UCITS plc). The performance of the fund will essentially be equal to the Master Fund’s performance.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 17,50 | 3 anni: 7,32 | 5 anni: 8,85 | Inizio: 12,52 | 2025: 3,97 | 2024: 14,55 | 2023: 11,22 | 2022: -9,34 | 2021: 22,52 |
| Rendimento annuo: Categoria | 1 anno: 16,96 | 3 anni: 6,78 | 5 anni: 8,28 | Inizio: - | 2025: 4,30 | 2024: 12,27 | 2023: 19,50 | 2022: -19,49 | 2021: 16,97 |
| Rendimento annuo: Percentile | 1 anno: 79,00 | 3 anni: 66,00 | 5 anni: 62,00 | Inizio:- | 2025: 79,00 | 2024: 79,00 | 2023: 80,00 | 2022: 13,00 | 2021: 73,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 11,32 | 3 Sharpe Ratio: -0,14 | 5 Correlazione: 93,86 | Beta: 0,88 | Alfa: -3,54 | Tracking error: 5,56 | Info Ratio: -0,68 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2025-01-23
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2025-01-23