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Limmat Global Equity Fund

Ranked 785 out of 3373 in - Global over 12 months
All calculations are in USD unless stated

Objective

The fund invests at least 2/3 of its assets in participation securities and rights of companies world-wide and shares of other investment funds. The fund can invest max 1/3 of its assets in fix or variable interest bonds and notes or into article eight currencies.

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

Performance

Global over : 30/11/2017 - 30/11/2018
  • Rank 785/3373 Total Return
  • Rank 1804/3373 Standard Deviation
  • Rank 585/3373 Max Drawdown
Fund Name Currency Return
783 NN (L) Global Sustainable Equity P Cap EUR USD

-1.0%

783 Stewart Investors Wldwd Sustainability B Acc USD

-1.0%

785 Limmat Global Equity Fund USD

-1.0%

785 Sarasin Responsible Global Equity Stg Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

785 ABSA Global Core Equity Feeder C USD

-1.0%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8% 1.4% 6.1%
2017 21.5% 5.7% 4.5% 4.6% 5.1%
2016 5.5% -1.7% 0.2% 4.1% 2.9%
2015 -1.1% 0.7% 0.8% -8.4% 6.5%
2014 -0.1% -0.6% 3.8% -1.9% -1.3%
2013 15.9% 3.1% -1.6% 6.2% 7.5%
2012 12.7% 11.3% -6.3% 5.5% 2.4%
2011 -9.2% 4.6% -0.1% -20.6% 9.4%
2010 5.9% 0.5% -12.7% 11.4% 8.5%
2009 28.4% -11.3% 18.8% 16.0% 5.0%
2008 -38.4% -5.7% -2.5% -16.0% -20.3%
2007 8.6% 0.8% 5.3% 2.1% 0.2%
2006 1.2% 5.7% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date23/01/2006
  • Share Class size58Mn
  • Base currency
  • ISIN CH0023244277

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.40%

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