Fact sheet: LGT Alp Generix Lg Volatility

Fund information

Fund name
LGT Alpha Generix Long Volatility B
Fund company manager
LGT Capital Partners (Irl) Ltd
Fund type
SIB
Fund manager
Stefan A. Muehlemann
since 01/05/2009
Fund objective
LGT a generix Long Volatility SF is a sub-fund of Crown A GENERIX plc, a Qualifying Investor Alternative Investment Fund QIAIF based in Ireland. The objective is to generate capital gains primarily in phases of elevated uncertainty across financial markets while preserving capital under normal market conditions. It follows a continuously researched rule-based strategy designed to pursue the objective.
Benchmark
-
Investment style
Flexible
Investment method
None

Quick stats

1 Year return

-7.44 %

1 Year rank in sector

165/167

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 275.7 m

FE Risk score

101

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.11 %-0.73 %-7.44 %4.27 %0 %
Sector0.85 %2.67 %6.27 %9.76 %23.08 %
Rank within sector148 / 182156 / 174165 / 167 / /
Quartile th4 th4 th4 th th th

Calendar performance

YTD-20172016201520142013
Fund-1.66 %0.83 %1.17 %0 %0 %
Sector5.63 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector168 / 173110 / 14251 / 118 / /
Quartile th4 th4 th2 nd th th

Price movement

52 week high1095.49
52 week low991.2935
Current bid price0
Current offer price0
Current mid price1007.17

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-