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LGT Select Equity North America (USD) B

Ranked 80 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Volker Hergert

Volker Hergert was born in Hilden, Germany, in 1963 and studied at RWTH Aachen University and the University of Saarbrücken. He holds a master’s degree in business administration and is a chartered European financial analyst. Volker began his career as an equity analyst at Landesbank Rheinland-Pfalz in Mainz, before moving to Frankfurt to join Delbrück & Co. He undertook roles on the equity desk at Bethmann Private Bankiers, LGT Bank and became head of research Bankgesellschaft Berlin where he worked from 1998 to 2005. Now at LGT Capital Management in Pfäffikon, Switzerland, Volker runs multi-manager strategies in Asia Pacific excluding Japan, European and Japanese all-cap equities. Outside of fund management, Volker enjoys music, literature, attending the theatre and is a keen chess player.

Objective

Invests primarily in equity securities and participation rights issued by companies that are domiciled in North America or conduct the bulk of their business there and holding companies domiciled there. The investments are not made directly, but rather indirectly via the active selection of independent asset managers. Accordingly, the combination of different investment styles ensures that the fund as a whole is sufficiently diversified.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 6.1% 5.1%
2016 6.6% -1.8% 2.4% 4.0% 2.0%
2015 -1.7% -0.1% 2.7% -7.9% 4.0%
2014 5.1% 0.0% 2.3% -1.3% 4.2%
2013 30.7% 9.0% 1.8% 8.5% 8.6%
2012 9.1% 10.9% -4.6% 4.4% -1.3%
2011 -0.5% 7.3% 0.7% -16.0% 9.7%
2010 17.1% 4.3% -9.3% 12.6% 10.0%
2009 30.4% -8.5% 14.8% 15.6% 7.4%
2008 -37.3% -9.4% 0.6% -11.8% -22.0%
2007 11.0% 0.9% 7.2% 2.7% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Switzerland

Fund Info

  • Launch date07/11/2006
  • Share Class size639Mn
  • Base currencyUSD
  • ISIN LI0026536560

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.23%

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