Pictet-Clean Energy Transition I dy GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 48.8 | 14.0 | -16.9 | 21.7 | 4.5 | |
+/-Cat | -22.4 | 13.6 | -10.9 | 34.3 | 9.3 | |
+/-B’mrk | 25.8 | 2.5 | -15.2 | 20.4 | 4.0 | |
Category: Sector Equity Alternative Energy | ||||||
Category Benchmark: Morningstar Gbl Renew Enrg ... |
Key Stats | ||
NAV 18/04/2024 | GBP 140.61 | |
Day Change | -1.93% | |
Morningstar Category™ | Sector Equity Alternative Energy | |
IA (formerly IMA) Sector | Commodities and Natural Resources | |
ISIN | LU0448836949 | |
Fund Size (Mil) 18/04/2024 | USD 4536.14 | |
Share Class Size (Mil) 18/04/2024 | GBP 147.64 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 21/03/2024 | 1.10% |
Investment Objective: Pictet-Clean Energy Transition I dy GBP |
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 | ||||||||||||||||
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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 10/09/2009 |
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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 dy GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NextEra Energy Inc | Utilities | 5.17 |
TopBuild Corp | Industrials | 5.15 |
Trane Technologies PLC Class A | Industrials | 5.13 |
Broadcom Inc | Technology | 5.09 |
NXP Semiconductors NV | Technology | 5.07 |
Increase Decrease New since last portfolio | ||
Pictet-Clean Energy Transition I dy GBP |