LGT PB Balanced (USD) (R3)(T) header image

LGT PB Balanced (USD) (R3)(T)

Fund

ISIN AT0000A255J3 / Valor null

NAV (2025-11-17)
USD 1,415.80-0.41%

LGT PB Balanced (USD) (R3)(T)
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LGT PB Balanced (USD) is an investment fund dedicated to long-term capital growth through a diversified and actively managed portfolio that incorporates environmental and social criteria. It allocates between 20% and 70% of its assets to equities, ensuring exposure to various stock markets. Additionally, 25% to 75% of the portfolio is invested in debt securities and money market instruments, providing stability and income. The fund may also place up to 55% of its assets in demand deposits or callable deposits, or choose to invest entirely in other funds. To enhance its investment strategy and manage risks, LGT PB Balanced (USD) may use derivative instruments for hedging purposes.

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Tags:
balanced environmental social

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OTHER SHARE CLASSES OF THIS FUND

LGT PB Balanced (USD) (R2)(T)
LGT PB Balanced (USD) (R2)(T) LGT PB Balanced (USD) (R2)(T)
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Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 1,385.62
LGT PB Balanced (USD) (R4)(T)
LGT PB Balanced (USD) (R4)(T) LGT PB Balanced (USD) (R4)(T)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.40%USD 1,417.90
LGT PB Balanced (USD) (R)(T)
LGT PB Balanced (USD) (R)(T) LGT PB Balanced (USD) (R)(T)
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Annual Return

-50%0%+50%

Risk level

110
-0.61%USD 1,368.21