YHD - Delayed Quote EUR

LGT Alpha Generix Global Ret UCITS B EUR (IE00B616QL19.IR)

997.07 +2.96 (+0.30%)
As of June 28 at 6:07 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return 9.37%
Worst 1Y Total Return -4.61%
Best 3Y Total Return 9.37%
Worst 3Y Total Return 0.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IE00B616QL19.IR
Category
YTD
4.53%
0.00%
1-Month
-0.99%
0.00%
3-Month
0.12%
0.00%
1-Year
-6.33%
0.00%
3-Year
-0.18%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IE00B616QL19.IR
Category
2018
--
--
2017
3.83%
--
2016
0.20%
--
2015
-4.61%
--
2014
9.37%
-6.54%
2013
-3.22%
4.53%
2012
2.83%
5.72%
2011
--
-5.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -5.34% -4.02% 0.59% --
2017 1.78% -1.43% -0.06% 3.55%
2016 5.58% 2.20% -0.12% -7.02%
2015 10.05% -8.39% -3.78% -1.66%
2014 -1.82% 11.64% -2.75% 2.60%
2013 4.61% -9.32% 1.21% 0.80%
2012 1.18% 1.63% 2.65% -2.58%
2011 6.21% 0.07% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -6.33%
3-Year -0.18%
5-Year --
10-Year --

Performance & Risk

Fund Overview

Category Alt - Global Macro
Fund Family LGT Capital Partners (Ireland) Limited
Net Assets --
YTD Return 4.53%
Yield 0.00%
Morningstar Rating --
Inception Date Jun 01, 2011

Fund Summary

The investment objective of the Sub-Fund is to generate consistent long-term capital appreciation with principles designed to minimize the risk of capital loss. The objective is pursued through a rule-based strategy (the “Portfolio”) designed to capture a broad range of sources of returns typically generated over the long term by a broad universe of alternative global macro strategies. Further details of the global macro strategy are set out in the section headed "Investment Process of the Portfolio" in the Prospectus.

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