LGT Strategy 3 Years (EUR) B Acc


ISIN: LI0008232162
 
Bloomberg: NAV: 1720.21 EUR +0.070%
Termsheet: LGT Capital Management Ltd.
 
Management Fee: 1.20%
Expense Ratio: 1.75%
 
Currency: EUR
 
52-Week Range: 1,539.67 - 1,699.74
 
Performance:
YTD 1M 3M 1Y 3Y* 5Y*
5.59% -0.73% 1.29% 7.91% 5.41% 4.25%
* annualised performance
 
Dr. Costa's Rating:

Asset allocation funds with a solid track record of performance and wealth preservation. The fund includes allocation to gold, bonds, equities and monetary instruments. The consistent track record and clear objectives make this fund an interesting one.