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Perspective Quality Stocks 90 Tim Short Term USD 2

Ranked 2887 out of 3257 in - Global over 12 months
All calculations are in USD unless stated

Objective

The fund's return is linked to the performance of a basket of shares. At maturity: 1) if the value of the basket at maturity is not lower than its minimum initial value, 100% of the increase in the value of the basket will be paid out as a capital gain, in addition to the initial price. This gain is capped at 30%. 2) if the value of the basket at maturity is lower than its initial value, the capital loss will be deducted, but limited to 10%. Consequently, the investor will get back at least 90% of the initial price. The basket comprises a selection of shares of large-cap, blue-chip companies.

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

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 2887/3257 Total Return
  • Rank 80/3257 Standard Deviation
  • Rank 33/3257 Max Drawdown
Fund Name Currency Return
2885 LGT Sustainable Quality Equity Fund Hedged USD B

Currency exposure is hedged

Currency exposure is hedged

USD

7.1%

2885 John Hancock Global Equity Fund;NAV USD

7.1%

2887 Brandes Global Opportunities Value Fund;I USD

7.1%

2887 NATIONAL-BANK Dividendenstrategie Global USD

7.1%

2887 Perspective Quality Stocks 90 Tim Short Term USD 2 USD

7.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.6%
2017 7.8% 1.2% 2.2% 4.0% 0.2%
2016 2.4% -1.1% 1.6% 0.7% 1.2%
2015 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium

Fund Info

  • Launch date03/08/2015
  • Share Class size40Mn
  • Base currencyUSD
  • ISIN BE6279256588

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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