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LO Funds - US Responsible Equity Enhanced USD NA

Ranked 104 out of 126 in - US over 12 months
All calculations are in EUR unless stated

Objective

The sub-Fund aims to generate capital growth by investing in equity securities issued by companies incorporated or exercising a prominent part of their business activities in the US.

Showing fund performance in Norway View performance globally

Performance

US over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% 6.4%
2017 1.0% 2.6% -4.5% -1.6% 4.8%
2016 16.2% 0.3% 4.4% 1.2% 9.6%
2015 -3.2% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Norway
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date25/06/2015
  • Share Class size94Mn
  • Base currencyCHF
  • ISIN LU1230567106

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.50%

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