LGT Sustainable Strategy 5 Years (EUR) B

Ranked 20 out of 27 in - Aggressive EUR over 12 months
All calculations are in GBP unless stated

Managed by

Oliver Hagen

Objective

LGT Strategy 5 Years (EUR) 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, with a higher allocation in equity investments as a rule.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.5%
2018 -8.3% -3.6% 0.3% 1.3% -6.4%
2017 11.8% 4.0% 3.0% 1.7% 2.7%
2016 22.1% 6.8% 6.5% 7.3% 0.0%
2015 -3.4% -0.7% -3.7% -2.4% 3.4%
2014 -2.4% -0.4% 0.1% -2.2% 0.1%
2013 6.9% 6.5% -1.9% 0.4% 2.0%
2012 4.5% 5.9% -6.4% 3.3% 2.0%
2011 -10.5% 3.6% 0.2% -14.1% 0.5%
2010 7.8% 7.4% -13.9% 11.6% 4.4%
2009 16.5% -7.3% 6.3% 18.4% -0.2%
2008 -3.3% -0.4% -3.5% -6.2% 7.2%
2007 14.7% 3.1% 4.4% 3.1% 3.3%
2006 5.5% 6.2% -6.1% 1.9% 3.8%
2005 14.8% -1.5% 0.6% 9.0% 6.3%

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 date01/10/2004
  • Share Class size103Mn
  • Base currencyUnits
  • ISIN LI0019352926

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.90%
  • Initial investment1.90%

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