Vontobel Fund - Global Environmental Change B EURRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 29.02.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | 34,8 | 20,6 | -15,9 | 20,5 | 7,3 | |
+/- Kat | 5,3 | 3,2 | -2,3 | 5,9 | 2,6 | |
+/- Idx | 22,0 | -1,5 | -7,5 | -5,4 | -2,2 | |
Kategori: Bransjefond, Økologi | ||||||
Referanseindekser: Morningstar Gbl TME NR USD |
Statistikk | ||
NAV 27.03.2024 | EUR 562,99 | |
Endring 1 dag | 0,93% | |
Morningstar Kategori™ | Bransjefond, Økologi | |
ISIN | LU0384405600 | |
Fondets størrelse(m) 27.03.2024 | EUR 1976,39 | |
Andelskl. kapital(m) 27.03.2024 | EUR 545,30 | |
Maks kjøpsavg | 5,00% | |
Løpende kostnader 26.01.2024 | 2,04% |
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.... | |
Klikk her for å lese analyserapporten |
Morningstars pillarer | |
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Personer | 24 |
Forvaltningsselskap | 23 |
Prosess | 24 |
Resultater | |
Kostnader |
Investeringsprofil: Vontobel Fund - Global Environmental Change B 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. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
Pascal Dudle 01.10.2012 | ||
Stephan Eugster 01.09.2015 | ||
Startdato 17.11.2008 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
MSCI World NR USD | Morningstar Gbl TME NR USD |
Målgruppe | ||||||||||||||||||||
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Porteføljeprofil Vontobel Fund - Global Environmental Change B EUR | 29.02.2024 |
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Topp 5 beholdninger | Sektor | % |
Applied Materials Inc | Teknologi | 3,58 |
Linde PLC | Materialer | 3,30 |
Prysmian SpA | Industri | 2,81 |
Air Liquide SA | Materialer | 2,67 |
Compagnie de Saint-Gobain SA | Industri | 2,65 |
Økning Nedgang Ny siden forrige portefølje | ||
Vontobel Fund - Global Environmental Change B EUR |