Pictet-Clean Energy I EUR

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Performance History30/04/2022
Growth of 1,000 (GBP) Advanced Graph
Pictet-Clean Energy I EUR
Fund-13.130.548.514.4-14.6
+/-Cat-0.44.1-22.814.0-6.4
+/-B’mrk-10.4-9.0-86.136.9-11.5
 
Key Stats
NAV
20/05/2022
 EUR 140.88
Day Change 1.49%
Morningstar Category™ Sector Equity Alternative Energy
ISIN LU0312383663
Fund Size (Mil)
20/05/2022
 USD 4922.94
Share Class Size (Mil)
20/05/2022
 EUR 801.18
Max Initial Charge 5.00%
Ongoing Charge
06/04/2022
  1.10%
Investment Objective: Pictet-Clean Energy 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
Trailing Returns (GBP)20/05/2022
YTD-16.95
3 Years Annualised17.65
5 Years Annualised11.14
10 Years Annualised11.97
12 Month Yield 0.00
Management
Manager Name
Start Date
Xavier Chollet
01/04/2011
Christian Roessing
01/10/2015
Click here to see others
Inception Date
19/07/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDS&P Global Clean Energy TR 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 I EUR30/04/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.660.0098.66
Bond0.670.410.26
Property0.000.000.00
Cash2.080.991.09
Other0.000.000.00
Top 5 Regions%
United States64.87
Eurozone23.19
Asia - Developed3.65
Japan2.57
Europe - ex Euro2.40
Top 5 Sectors%
Technology54.08
Utilities18.45
Industrials14.98
Basic Materials5.68
Consumer Cyclical4.41
Top 5 HoldingsSector%
NextEra Energy IncUtilitiesUtilities5.05
ON Semiconductor CorpTechnologyTechnology4.36
RWE AGUtilitiesUtilities4.21
Analog Devices IncTechnologyTechnology3.89
TopBuild CorpIndustrialsIndustrials3.63
Pictet-Clean Energy I EUR

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)