Vontobel Fund - Global Environmental Change I EURRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 28,0 | 27,1 | -19,1 | 13,9 | 6,5 | |
+/-Cat | 6,1 | 4,4 | -1,5 | 6,6 | 3,1 | |
+/-Idx | 21,8 | -0,5 | -6,4 | -4,1 | -1,6 | |
Categorie: Aandelen Sector Ecologie | ||||||
Categorie Benchmark: Morningstar Global TME NR USD |
Kerngegevens | ||
Koers 17-05-2024 | EUR 656,83 | |
Rendement 1 Dag | -0,35% | |
Morningstar Categorie™ | Aandelen Sector Ecologie | |
Vestigingsland | Luxemburg | |
ISIN | LU0384405949 | |
Grootte Fonds (Mil) 17-05-2024 | EUR 2166,05 | |
Grootte Fondsklasse (Mil) 17-05-2024 | EUR 427,11 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 26-01-2024 | 1,17% |
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.... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 24 |
Fondshuis | 23 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Vontobel Fund - Global Environmental Change I 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. |
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Management | ||
Naam manager Aanvangsdatum | ||
Pascal Dudle 01-10-2012 | ||
Stephan Eugster 01-09-2015 | ||
Oprichtingsdatum 17-11-2008 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Vontobel Fund - Global Environmental Change I EUR | 30-04-2024 |
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Top 5 posities | Sector | % |
Applied Materials Inc | Technologie | 3,56 |
Linde PLC | Grondstoffen | 3,27 |
Prysmian SpA | Industrie | 3,11 |
Compagnie de Saint-Gobain SA | Industrie | 2,78 |
Iberdrola SA | Nutsbedrijven | 2,74 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
Vontobel Fund - Global Environmental Change I EUR |