Clariden Leu (Lux) Luxury Goods Equity Fund


1.42%
ISIN: LU0348402537
 
Bloomberg: NAV: 196.66 EUR +1.420% (May 21)
Termsheet: Clariden Leu
 
Management Fee: 2.00%
 
Currency: EUR
 
52-Week Range: 154.73 - 212.96
 
Performance:
YTD 1M 3M 1Y 3Y* 5Y*
12.82% -5.41% -1.9% 7.29% 29.1% 2.45%
* annualised performance
 
Dr. Costa's Rating:

Company in the Luxury Goods market benefit from Growth in Emerging markets, pricing power and competitive advantage. To create a credible luxury good brand you need a century or more. The Clariden Leu Luxury Goods fund reported a solid performance and has demonstrated a high level of transparency.