LGT Sustainable Equity Global E USD

Performance History30/06/2019
Growth of 1,000 (EUR)
LGT Sustainable Equity Global E USD
Fund---16.018.3
+/-Cat---23.72.7
+/-Idx---20.81.6
 
Key Stats
NAV
12/07/2019
 USD 1251.90
Day Change 0.24%
Morningstar Category™ Global Large-Cap Blend Equity
ISIN IE00BYVQ3P07
Fund Size (Mil)
11/07/2019
 EUR 721.35
Share Class Size (Mil)
11/07/2019
 EUR 47.88
Max Initial Charge 5.00%
Ongoing Charge
06/02/2019
  0.80%
Investment Objective: LGT Sustainable Equity Global E USD
The objective of this Fund is to achieve reasonable capital growth.
Returns
Trailing Returns (EUR)12/07/2019
YTD22.25
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
-
-
Inception Date
24/03/2017
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Benchmarks
Fund BenchmarkMorningstar Benchmark
MSCI World NR EURMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherYes
Portfolio Profile for  LGT Sustainable Equity Global E USD30/06/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks100.020.00100.01
Bonds0.000.000.00
Cash0.090.10-0.01
Other0.000.000.00
Top 5 Regions%
United States46.21
Eurozone23.66
Japan10.76
United Kingdom9.14
Africa4.67
Top 5 Sectors%
Technology20.18
Financial Services14.91
Healthcare13.52
Consumer Defensive11.59
Basic Materials9.77
Top 5 HoldingsSector%
Alphabet Inc ATechnologyTechnology5.85
Nintendo Co LtdTechnologyTechnology5.07
UnitedHealth Group IncHealthcareHealthcare4.76
Medtronic PLCHealthcareHealthcare4.59
Newmont Goldcorp CorpBasic MaterialsBasic Materials4.58
LGT Sustainable Equity Global E USD
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)