Pictet-Clean Energy Transition I EUR

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Performance History31/10/2024
Growth of 1,000 (GBP) Advanced Graph
Pictet-Clean Energy Transition I EUR
Fund48.514.4-16.721.03.1
+/-Cat-22.814.0-10.733.69.3
+/-B’mrk25.52.9-15.019.7-0.8
 
Key Stats
NAV
07/11/2024
 EUR 184.74
Day Change 1.43%
Morningstar Category™ Sector Equity Alternative Energy
ISIN LU0312383663
Fund Size (Mil)
07/11/2024
 USD 3941.88
Share Class Size (Mil)
07/11/2024
 EUR 649.95
Max Initial Charge 5.00%
Ongoing Charge
22/08/2024
  1.10%
Investment Objective: Pictet-Clean Energy Transition I 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)07/11/2024
YTD6.13
3 Years Annualised1.28
5 Years Annualised13.28
10 Years Annualised10.55
12 Month Yield 0.00
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 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 I EUR30/09/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.040.0099.04
Bond0.030.000.03
Property0.000.000.00
Cash1.730.800.93
Other0.000.000.00
Top 5 Regions%
United States68.37
Eurozone23.72
Europe - ex Euro4.48
Latin America2.34
Asia - Developed1.09
Top 5 Sectors%
Technology48.92
Industrials20.32
Utilities18.99
Basic Materials8.68
Consumer Cyclical3.09
Top 5 HoldingsSector%
Broadcom IncTechnologyTechnology6.22
NextEra Energy IncUtilitiesUtilities5.92
Trane Technologies PLC Class AIndustrialsIndustrials5.86
Linde PLCBasic MaterialsBasic Materials4.87
Iberdrola SAUtilitiesUtilities4.83
Pictet-Clean Energy Transition I EUR

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