LGT Crown Managed Futures UCITS D GBP (FUND:B686M83) - Fund price - Overview

Fund Report

LGT Crown Managed Futures UCITS Sub-Fund - Class D (GBP)

Key Stats
Morningstar® CategoryAlt - Systematic Futures
Manager Name-
Inception Date04/10/2010
NAV 31/10/2017GBP 994.78
Day Change0.68%
12 Month Yield0.00%
Dividend Frequency-
Net Assets (mil)-
Wrapper AvailabilityAll
Our Minimum Initial Investment-
Pricing FrequencyNone
Dealing Cut off Time00:00
Regular InvestmentNo
Actual Initial Charge-
Exit Charge-
Custody ChargeYes
Ongoing Cost1.80%
Fund Rebate-

Morningstar Rating™

Not Rated

Morningstar Sustainability Rating

No Rating

No Rating

Sustainability Rating as of -


Fund Benchmark

Crown Managed Futures

Morningstar® Benchmark

Not Categorized

Growth Of 10,000 (GBP) 31/10/2017

How has this security performed
  • Fund: LGT Crown Managed Futures UCITS Sub-Fund - Class D (GBP)
  • Category: Alt - Systematic Futures
  • Benchmark: Not Categorized
Trailing Returns % (GBP) 31/10/2017
3 Years Annualised-0.93
5 Years Annualised1.44
10 Years Annualised-

Morningstar SRRI

Lower Risk
Higher Risk
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Potentially Lower ReturnsPotentially Higher Returns
Source: Morningstar

Investment Objective

The investment objective of the Sub-Fund is to provide Shareholders with a variable, unlevered exposure to the performance of the Crown Managed Futures Index (the “Index”). The Index is published by Credit Suisse International, acting in conjunction with LGT Capital Partners Ltd. as index sponsors (together the “Index Sponsors”) and is intended to reflect a broad based universe of trading strategies hedge funds. Trading strategies hedge funds invest in a variety of asset classes, including equity, fixed income, currency and commodity markets around the world using exchange traded futures, OTC derivatives and cash securities.

Portfolio Profile-

AJ Bell includes AJ Bell Holdings Limited and its wholly owned subsidiaries. AJ Bell Management Limited and AJ Bell Securities Limited are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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