Pictet-Clean Energy Transition I EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 48.5 | 14.4 | -16.7 | 21.0 | 3.6 | |
+/-Cat | -22.8 | 14.0 | -10.7 | 33.6 | 9.8 | |
+/-B’mrk | 25.5 | 2.9 | -15.0 | 19.7 | 3.2 | |
Category: Sector Equity Alternative Energy | ||||||
Category Benchmark: Morningstar Gbl Renew Enrg ... |
Key Stats | ||
NAV 30/04/2024 | EUR 175.63 | |
Day Change | 1.00% | |
Morningstar Category™ | Sector Equity Alternative Energy | |
ISIN | LU0312383663 | |
Fund Size (Mil) 30/04/2024 | USD 4776.07 | |
Share Class Size (Mil) 30/04/2024 | EUR 726.95 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/04/2024 | 1.10% |
Investment Objective: Pictet-Clean Energy Transition I EUR |
This Compartment applies a capital growth strategy by investing at least two-thirds of its total assets/total wealth in shares issued by companies that contribute to the reduction of carbon emissions. The investment universe is not limited to a specific geographic region (including emerging countries). This Compartment also applies a sustainable strategy which aims to achieve a positive environmental and social impact by investing at least two-thirds of its total assets/total wealth in companies supporting the structural change towards a sustainable, low-carbon economy, helping to reduce greenhouse gas emissions and air pollution. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Xavier Chollet 01/04/2011 | ||
Manuel Losa 01/04/2021 | ||
Click here to see others | ||
Inception Date 19/07/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Renew Enrg NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Pictet-Clean Energy Transition I EUR | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NextEra Energy Inc | Utilities | 5.17 |
TopBuild Corp | Industrials | 5.15 |
Trane Technologies PLC Class A | Industrials | 5.13 |
Broadcom Inc | Technology | 5.09 |
NXP Semiconductors NV | Technology | 5.07 |
Increase Decrease New since last portfolio | ||
Pictet-Clean Energy Transition I EUR |