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LBBW Nachhaltigkeit Aktien I

Ranked 158 out of 1028 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Steffen Merker

Steffen Merker is a fund manager of special and mutual funds at LBBW Asset Management in Stuttgart. He has worked at the group since 2006. His focus is on European equities and asset allocation. After completing his training as a financial assistant at Volksbank Göppingen in 1996, he began studying business administration with a focus on financial and risk management in Nürtingen. From 2001 to 2004, Merker worked as a fund manager at LBBW in Stuttgart and from 2004 to 2006 at Südkapitalanlagegesellschaft mbH in Frankfurt.

Objective

The aim of the institutional fund is to gain continuous returns through exploiting opportunities from economical, environmental and social developments. Therefore, the fund's assets are invested globally in companies which follow the principles of economical and social sustainability.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe over : 31/05/2017 - 31/05/2018
  • Rank 158/1028 Total Return
  • Rank 118/1028 Standard Deviation
  • Rank 41/1028 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 13.9% 5.6% 3.5% 4.1% 0.1%
2016 1.2% -6.8% -0.8% 6.0% 3.3%
2015 15.9% 19.1% -4.5% -5.9% 8.2%
2014 5.4% 2.5% 3.3% -1.1% 0.6%
2013 21.3% 4.0% -0.1% 9.9% 6.2%
2012 10.2% 8.9% -8.5% 6.2% 4.1%
2011 -17.1% 1.2% -5.0% -19.6% 7.3%
2010 16.3% 5.3% -7.1% 8.6% 9.6%
2009 36.4% -5.2% 22.8% 14.2% 2.6%
2008 -48.2% -17.7% -1.8% -15.4% -24.3%
2007 10.6% 7.5% 6.6% -2.1% -1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date16/10/2006
  • Share Class size86Mn
  • Base currencyEUR
  • ISIN DE000A0JM0Q6

Purchase Info

  • Min. initial investment75,000
  • Min. regular additional investment75,000

Charges

  • Annual management0.60%
  • Initial investment0

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