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Lgt Multi-assets Sicav - Lgt Alpha Indexing Fund (chf) B (0P0000JZWI)

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1,547.850 -1.900    -0.12%
17/04 - Closed. Currency in CHF ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 181.05M
Type:  Fund
Market:  Liechtenstein
Issuer:  LGT Capital Partners (FL) AG
ISIN:  LI0101102999 
Asset Class:  Equity
LGT Alpha Indexing Fund CHF B 1,547.850 -1.900 -0.12%

0P0000JZWI Overview

 
Find basic information about the Lgt Multi-assets Sicav - Lgt Alpha Indexing Fund (chf) B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JZWI MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change1.89%
Prev. Close1,549.75
Risk Rating
TTM Yield0%
ROE26.80%
IssuerLGT Capital Partners (FL) AG
Turnover328.78%
ROA11.70%
Inception DateApr 30, 2009
Total Assets181.05M
Expenses0.90%
Min. Investment1
Market Cap81.62B
CategoryCHF Moderate Allocation
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Lgt Multi-assets Sicav - Lgt Alpha Indexing Fund (chf) B Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1037 1037 1049 934 1017 1186
Fund Return 3.71% 3.71% 4.94% -2.27% 0.35% 1.72%
Place in category 444 444 458 427 364 130
% in Category 76 76 86 92 92 68

Top Equity Funds by LGT Capital Partners (FL) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  LGT Funds SICAV LGT Sustainable Eqb 687.33M 9.41 -0.50 8.12
  LGT Alpha Indexing Fund CHF I1 181.27M 3.84 -1.77 2.30
  LGT Alpha Indexing Fund CHF IM 181.27M 3.93 1.19 -

Top Funds for CHF Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LGT Alpha Indexing Fund CHF I1 181.05M 3.84 -1.77 2.30
  LGT Alpha Indexing Fund CHF IM 181.05M 3.93 1.19 -

Top Holdings

Name ISIN Weight % Last Change %
LGT CP Alpha Indexing Fund PB CHF LI1240335797 80.94 - -
LGT CP Alpha Indexing Fund PB EUR LI1240335805 16.95 - -
LGT CP Alpha Indexing Fund PB USD LI1240335789 2.11 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Strong Sell Neutral Strong Buy
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