Pictet-Clean Energy Transition I EURRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 48.5 | 14.4 | -16.7 | 21.0 | 3.1 | |
+/-Cat | -22.8 | 14.0 | -10.7 | 33.6 | 9.3 | |
+/-B’mrk | 25.5 | 2.9 | -15.0 | 19.7 | -0.8 | |
Category: Sector Equity Alternative Energy | ||||||
Category Benchmark: Morningstar Gbl Renew Enrg ... |
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. |
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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 | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Broadcom Inc | Technology | 6.22 |
NextEra Energy Inc | Utilities | 5.92 |
Trane Technologies PLC Class A | Industrials | 5.86 |
Linde PLC | Basic Materials | 4.87 |
Iberdrola SA | Utilities | 4.83 |
Increase Decrease New since last portfolio | ||
Pictet-Clean Energy Transition I EUR |