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LGT Sustainable Strategy 4 Years (EUR) B

Ranked 41 out of 59 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Oliver Hagen

Objective

The fund is an actively managed portfolio, which invests broadly diversified in money market instruments, bonds and equities as well as commodities. The investments cover a range of different currencies and a balanced mix of fixed-income investments and equities is strived for.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced EUR over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.0% -3.4% 0.5% 1.1% -5.2%
2017 10.1% 3.3% 2.6% 1.7% 2.2%
2016 21.5% 7.3% 6.5% 6.7% -0.3%
2015 -3.4% -1.3% -3.7% -1.0% 2.7%
2014 -2.0% -0.1% -0.1% -2.0% 0.2%
2013 5.3% 6.2% -1.9% -0.2% 1.3%
2012 3.9% 4.5% -5.2% 2.8% 2.0%
2011 -7.8% 3.5% 0.9% -11.3% -0.4%
2010 6.5% 6.0% -11.8% 10.7% 2.9%
2009 11.9% -7.0% 3.3% 17.1% -0.5%
2008 6.5% 3.0% -3.4% -3.8% 11.3%
2007 13.4% 2.4% 2.7% 3.6% 4.0%
2006 3.1% 4.6% -4.9% 1.3% 2.4%
2005 11.1% -1.8% 0.6% 7.0% 5.1%
2004 3.8% -2.7% 0.1% 0.2% 6.3%
2003 21.0% 0.6% 11.1% 2.0% 6.2%
2002 -6.8% 1.7% -1.9% -12.5% 6.8%
2001 -5.4% -3.9% -1.5% -5.2% 5.4%
2000 -0.3% -1.0% 2.5% -4.9% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date10/11/1999
  • Share Class size316Mn
  • Base currencyUnits
  • ISIN LI0008232220

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.75%

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