Vontobel Fund - Global Environmental Change H (hedged) CHFRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 34.4 | 22.9 | -11.5 | 14.7 | -1.6 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 02/05/2024 | CHF 198.79 | |
Day Change | 1.23% | |
Morningstar Category™ | Other Equity | |
ISIN | LU1407930947 | |
Fund Size (Mil) 02/05/2024 | EUR 2039.30 | |
Share Class Size (Mil) 02/05/2024 | CHF 59.51 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 26/01/2024 | 2.10% |
Investment Objective: Vontobel Fund - Global Environmental Change H (hedged) CHF |
The Sub-Fund aims to achieve long-term capital growth in EUR and has a sustainable investment objective which consists of investing in issuers that contribute to pre-defined so called “Impact Pillars” through their products and services. The Impact Pillars are: clean energy infrastructure, resource-efficient industry, clean water, building technology, low emission transportation and lifecycle management. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Pascal Dudle 01/10/2012 | ||
Stephan Eugster 01/09/2015 | ||
Inception Date 15/07/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Vontobel Fund - Global Environmental Change H (hedged) CHF | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Applied Materials Inc | Technology | 3.57 |
Linde PLC | Basic Materials | 3.33 |
Prysmian SpA | Industrials | 2.88 |
Air Liquide SA | Basic Materials | 2.68 |
Iberdrola SA | Utilities | 2.67 |
Increase Decrease New since last portfolio | ||
Vontobel Fund - Global Environmental Change H (hedged) CHF |