Pictet - Clean Energy Transition P EUR

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Performance History31/05/2024
Growth of 1,000 (GBP) Advanced Graph
Pictet - Clean Energy Transition P EUR
Fund47.213.4-17.519.95.6
+/-Cat-24.113.0-11.432.55.3
+/-B’mrk24.11.9-15.818.61.7
 
Key Stats
NAV
18/06/2024
 EUR 159.77
Day Change 0.70%
Morningstar Category™ Sector Equity Alternative Energy
ISIN LU0280435388
Fund Size (Mil)
18/06/2024
 USD 4774.63
Share Class Size (Mil)
18/06/2024
 EUR 737.24
Max Initial Charge 5.00%
Ongoing Charge
18/04/2024
  1.99%
Investment Objective: Pictet - Clean Energy Transition P EUR
To increase the value of your investment while seeking to achieve a positive environmental impact. The Fund invests at least two-thirds of its net assets in companies supporting the structural change towards a sustainable, low-carbon economy, helping to reduce greenhouse gas emissions and air pollution. The Fund invests mainly in companies whose significant proportion of their activities (as measured by turnover, enterprise value, earning before interests and taxes, or similar metrics) are related to, but not limited to, renewable energy, technologies that reduce CO2 emissions or energy consumption in areas such as industry, buildings or transportation, and enabling technologies and infrastructure that are critical preconditions for the transition to a low carbon economy, such as energy storage, power semiconductors and investments into the power grid.
Returns
Trailing Returns (GBP)18/06/2024
YTD7.33
3 Years Annualised6.51
5 Years Annualised13.83
10 Years Annualised9.67
12 Month Yield 0.00
Management
Manager Name
Start Date
Xavier Chollet
01/04/2011
Manuel Losa
01/04/2021
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Inception Date
14/05/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMorningstar Gbl Renew Enrg NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Pictet - Clean Energy Transition P EUR30/04/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.530.0099.53
Bond0.050.09-0.04
Property0.000.000.00
Cash1.230.720.51
Other0.000.000.00
Top 5 Regions%
United States67.96
Eurozone22.55
Europe - ex Euro4.59
Japan2.20
Latin America1.51
Top 5 Sectors%
Technology54.70
Industrials17.97
Utilities16.04
Basic Materials8.78
Consumer Cyclical1.45
Top 5 HoldingsSector%
Trane Technologies PLC Class AIndustrialsIndustrials5.87
NextEra Energy IncUtilitiesUtilities5.87
NXP Semiconductors NVTechnologyTechnology5.67
Broadcom IncTechnologyTechnology5.41
TopBuild CorpIndustrialsIndustrials5.12
Pictet - Clean Energy Transition P EUR

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