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LahiTapiola USA A

Ranked 372 out of 867 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 : 31/08/2016 - 31/08/2017
  • Rank 372/867 Total Return
  • Rank 46/867 Standard Deviation
  • Rank 27/867 Max Drawdown
Fund Name Currency Loss
25 TD U.S. Blue Chip Equity Investor Series USD

-1.0%

26 T Rowe US Equity A USD USD

-1.1%

27 LahiTapiola USA A USD

-1.1%

28 Halifax North American C USD

-1.1%

29 Purpose Best Ideas Series F

Currency exposure is hedged

Currency exposure is hedged

CAD

-1.1%

29 RBC Private U.S. Large-Cap Core Equity Pool Sr O USD

-1.1%

29 Western Asset FIA BDR Nivel I USD

-1.1%

29 Claresco SICAV USA USD

-1.1%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.4% 2.4%
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 size156Mn
  • 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).