Fact sheet: LGT AlphaGenMom

Fund information

Fund name
LGT Alpha Generix Momentum A USD
Fund company manager
LGT Capital Partners (Irl) Ltd
Fund type
SIB
Fund manager(s)
Fund objective
LGT Alpha Generix Tactical SF is a sub-fund of Crown A GENERIX plc, Ireland. The objective is to generate long-term capital appreciation with principles designed to minimize the risk of capital loss, pursued through a continuously researched, active, rules based momentum trading strategy.
Benchmark
-
Investment style
Flexible
Investment method
None

Quick stats

1 Year return

-3.34 %

1 Year rank in sector

162/165

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 20.4 m

FE Risk score

154

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.65 %4.46 %-3.34 %0 %0 %
Sector1.4 %3.99 %7.4 %15.2 %24.55 %
Rank within sector62 / 18377 / 174162 / 165 / /
Quartile th2 nd2 nd4 th th th

Calendar performance

YTD-20172016201520142013
Fund-0.01 %0 %0 %0 %0 %
Sector7.04 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector164 / 172 / / / /
Quartile th4 th th th th th

Price movement

52 week high942.86
52 week low831.65
Current bid price0
Current offer price0
Current mid price889.26

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-