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LO Selection - Balanced (EUR) MA

Ranked 133 out of 393 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Objective

The objective of this Sub-Fund is to achieve capital appreciation over the long term by investing worldwide in a diversified portfolio consisting of fixed-rate and floating rate debt securities, including convertible bonds, equity and equity equivalent securities, units of UCITS/UCIs, financial derivative instruments and Liquidities.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced EUR over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 1.5% 0.3%
2017 5.2% 3.2% -0.7% 1.1% 1.5%
2016 2.8% -2.9% 1.3% 2.5% 2.0%
2015 3.6% 8.4% -2.4% -5.1% 3.1%
2014 7.8% 0.8% 2.9% 2.2% 1.8%
2013 1.1% 1.5% -3.3% 1.9% 1.1%
2012 6.6% 4.8% -2.0% 3.5% 0.2%
2011 -1.1% -0.9% 0.2% -2.4% 2.1%
2010 4.2% 3.2% -0.3% -0.1% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Italy
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date10/12/2009
  • Share Class size230Mn
  • Base currencyEUR
  • ISIN LU0470792416

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment3,000

Charges

  • Annual management1.40%
  • Initial investment5.00%

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