Investment Objective
LGT Sustainable Equity Market Neutral SF is an actively managed global portfolio that seeks longterm capital appreciation while closely controlling risk. The fund aims to deliver positive absolute returns that have a low correlation to equity and bond markets through a market neutral portfolio of global equities. The fund builds on existing long-only sustainable equity capabilities, which have a proven track record of several years.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.2 | 0.4 | 0.2 | 0.3 | 0.2 | 0.7 | 0.0 | 0.4 | 0.4 | 0.9 | 0.2 | 0.4 | 0.1 | |
| 2022 | 0.5 | 0.4 | 0.9 | 0.3 | 0.4 | 0.0 | 0.7 | 0.1 | 0.8 | 0.1 | 0.3 | 0.3 | 0.5 |
