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LLB Aktien Nordamerika (USD)

Ranked 365 out of 867 in - US over 12 months
All calculations are in USD unless stated

Objective

The fund invests in US and Canadian equities. It is oriented towards the MSCI USA as the benchmark. The fund management pays particular attention to achieving a broad coverage of the overall market, with investments ranging from basic materials stocks and cyclical industrials to pharmaceuticals and food shares as well as high tech stocks and financials. The fund is suitable for investors who wish to invest in the North American stock market within the scope of a growth-oriented strategy, while at the same time minimizing the associated risks.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 365/867 Total Return
  • Rank 471/867 Standard Deviation
  • Rank 295/867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 1.4%
2016 12.0% 0.8% 1.1% 5.4% 4.4%
2015 -6.0% -0.8% 0.1% -9.7% 4.8%
2014 9.9% 1.4% 4.1% 1.2% 2.9%
2013 32.0% 10.5% 3.0% 4.9% 10.6%
2012 13.5% 13.1% -4.9% 6.5% -0.9%
2011 -1.4% 5.9% -0.6% -15.9% 11.3%
2010 12.7% 5.1% -12.2% 10.5% 10.6%
2009 24.8% -10.6% 14.9% 15.4% 5.3%
2008 -37.7% -11.2% -3.0% -8.2% -21.2%
2007 0.7% 0.5% 6.6% -0.4% -5.6%
2006 14.2% 4.2% -2.4% 5.1% 6.8%
2005 4.7% -2.0% 0.7% 3.7% 2.3%
2004 8.2% 1.5% 0.9% -2.8% 8.6%
2003 26.4% -5.1% 17.1% 2.1% 11.4%
2002 -26.7% -3.0% -16.2% -18.1% 10.0%
2001 -8.1% -7.8% 5.5% -13.3% 9.1%
2000 -9.2% 2.2% -2.9% -2.2% -6.6%
1999 25.6% 8.1% 7.5% -5.2% 14.0%
1998 23.8% 9.7% 3.6% -8.1% 18.5%
1997 11.6% 5.4% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date07/01/1997
  • Share Class size197Mn
  • Base currencyUSD
  • ISIN LI0013255638

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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