Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

LahiTapiola USA A

Ranked 471 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund is an equity fund actively managed investing in equity and equity-linked instruments. The fund's investments are made in companies listed in the USA or companies that have a large proportion of their business in the USA. The Fund is balanced and it has sector diversification. The Fund invests in derivatives.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 471/877 Total Return
  • Rank 134/877 Standard Deviation
  • Rank 130/877 Max Drawdown
Fund Name Currency Risk
134 LahiTapiola USA A USD

4.3

134 NB America Growth R USD

4.3

136 Sun Life MFS US Equity Series D USD

4.3

Fund Name Currency Loss
128 Candriam GF US Equity Opportunities S Dis USD

-0.1%

128 Ibercaja Bolsa USA A, FI USD

-0.1%

130 LahiTapiola USA A USD

-0.1%

130 ASR Fonds Amerika Fonds USD

-0.1%

130 NBI US Equity investor Series USD

-0.1%

130 BBVA Bolsa USA, FI USD

-0.1%

130 Allied Dunbar North American Growth USD

-0.1%

130 Oddo Actions USA CR-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

130 WP Stewart Holdings USD USD

-0.1%

130 Principal LSF-US Equity Fund USD

-0.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.4% 2.4% 4.5%
2016 9.5% 0.8% 2.5% 2.2% 3.8%
2015 1.8% 1.5% 0.7% -6.5% 6.7%
2014 4.5% 1.3% 2.8% -4.2% 4.7%
2013 35.1% 13.5% 2.5% 5.5% 10.2%
2012 16.6% 14.8% -6.8% 8.1% 0.8%
2011 -9.0% 3.1% -0.8% -18.3% 8.9%
2010 11.8% 3.3% -13.9% 14.6% 9.7%
2009 33.8% -5.1% 17.4% 11.2% 8.0%
2008 -40.5% -3.0% 0.1% -21.0% -22.5%
2007 12.5% 0.3% 8.4% 5.5% -1.9%
2006 20.1% 4.5% 1.4% 2.2% 11.0%
2005 5.7% -3.5% 3.5% 2.4% 3.4%
2004 12.5% 3.0% 0.5% -1.7% 10.6%
2003 29.9% -4.5% 19.1% 1.3% 12.8%
2002 -16.0% 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland

Fund Info

  • Launch date02/05/2002
  • Share Class size157Mn
  • Base currencyEUR
  • ISIN FI0008805932

Purchase Info

  • Min. initial investment30
  • Min. regular additional investment30

Charges

  • Annual management1.60%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).