LO Selection - The Growth (CHF) MA

Ranked 4 out of 5 in - Aggressive CHF over 12 months
All calculations are in GBP unless stated

Objective

The Sub-Fund aims to generate capital growth over the long term. It invests worldwide in a diversified portfolio consisting of equities, bonds, fund units, financial derivative instruments, and cash. The Sub-Fund may be exposed to alternative asset classes, such as but not limited to commodities, precious metals, and hedge funds.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.2%
2018 -6.6% -4.1% 3.4% 3.0% -8.5%
2017 7.9% 4.9% 1.2% -0.3% 2.0%
2016 18.1% 2.1% 6.8% 6.4% 1.9%
2015 2.0% 7.3% -4.3% -4.7% 4.2%
2014 2.6% 0.5% -0.2% 0.1% 2.1%
2013 5.7% 6.8% -2.4% 0.4% 1.0%
2012 4.4% 6.4% -6.3% 2.3% 2.4%
2011 -4.5% 0.3% 6.2% -10.9% 0.6%
2010 14.3% 7.5% -5.6% 4.7% 7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Italy
  3. Luxembourg
  4. Spain
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date10/12/2009
  • Share Class size22Mn
  • Base currencyEUR
  • ISIN LU0470795435

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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