Vontobel Fund - Global Environmental Change A EURRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 34.1 | 18.1 | -15.2 | 10.3 | 8.9 | |
+/-Cat | 5.2 | 3.1 | -2.3 | 5.4 | 4.0 | |
+/-B’mrk | 21.8 | -1.5 | -7.5 | -4.9 | -3.8 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 03/10/2024 | EUR 578.50 | |
Day Change | 0.45% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU0384405519 | |
Fund Size (Mil) 03/10/2024 | EUR 2288.03 | |
Share Class Size (Mil) 03/10/2024 | EUR 276.57 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 24/07/2024 | 1.96% |
Morningstar Research |
Analyst Report | 18/03/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Vontobel Clean Technology has been built and managed by a long-tenured and experienced manager, who benefits from a compact but strong supporting cast. His approach is well established and has been executed consistently and with diligence.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Vontobel Fund - Global Environmental Change A EUR |
The Sub-Fund aims to achieve long-term capital growth in EUR and has a sustainable investment objective which consists of investing in issuers that contribute to pre-defined so called “Impact Pillars” through their products and services. The Impact Pillars are: clean energy infrastructure, resource-efficient industry, clean water, building technology, low emission transportation and lifecycle management. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Pascal Dudle 01/10/2012 | ||
Stephan Eugster 01/09/2015 | ||
Inception Date 17/11/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Vontobel Fund - Global Environmental Change A EUR | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Prysmian SpA | Industrials | 3.57 |
Linde PLC | Basic Materials | 3.17 |
Iberdrola SA | Utilities | 2.90 |
Applied Materials Inc | Technology | 2.78 |
Compagnie de Saint-Gobain SA | Industrials | 2.72 |
Increase Decrease New since last portfolio | ||
Vontobel Fund - Global Environmental Change A EUR |