PGIM Jennison Carbon Solutions Equity Fund I USD Acc |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 11.9 | 4.3 |
![]() | +/-Cat | - | - | - | 9.1 | 0.2 |
![]() | +/-B’mrk | - | - | - | -7.4 | 0.2 |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 24/02/2025 | USD 104.97 | |
Day Change | -1.58% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | IE000WQGMFL6 | |
Fund Size (Mil) 24/02/2025 | USD 21.09 | |
Share Class Size (Mil) 24/02/2025 | USD 20.79 | |
Max Initial Charge | - | |
Ongoing Charge 14/02/2025 | 0.85% |
Investment Objective: PGIM Jennison Carbon Solutions Equity Fund I USD Acc |
The investment objective of the Fund is to seek long-term capital appreciation by investing in companies that are involved in activities that will reduce global carbon emissions and aid in the transition to a clean energy future. Jennison Associates has determined that the Fund qualifies as a Light Green Fund, which seeks to comply with the principles of Article 8 of the SFDR. The Fund promotes the reduction of carbon emissions by incorporating environmental, social and governance (“ESG”) factors into its investment process. |
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Management | ||
Manager Name Start Date | ||
Neil Brown 10/08/2023 | ||
John "Jay" Saunders 10/08/2023 | ||
Click here to see others | ||
Inception Date 10/08/2023 |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI IMI NR USD | Morningstar Global TME NR USD |
Portfolio Profile for PGIM Jennison Carbon Solutions Equity Fund I USD Acc | 31/01/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.30 |
![]() | ![]() | 5.18 |
![]() | ![]() | 4.75 |
![]() | ![]() | 4.24 |
![]() | ![]() | 4.24 |
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PGIM Jennison Carbon Solutions Equity Fund I USD Acc |
Growth Of 1000 (GBP) | 31/01/2025 |
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Annual Returns (GBP) | 31/01/2025 | |||||||
2024 | 31/01 | |||||||
Price Return | 11.94 | 4.29 | ||||||
+/- Category | 9.12 | 0.24 | ||||||
+/- Category Index | -7.35 | 0.22 | ||||||
% Rank in Category | 16 | 46 |
Trailing Returns (GBP) | 24/02/2025 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.58 | -0.87 | -1.30 |
1 Week | -4.37 | -3.03 | -2.71 |
1 Month | -11.38 | -8.55 | -10.14 |
3 Months | -9.74 | -8.01 | -11.08 |
6 Months | 2.90 | 0.85 | -6.84 |
YTD | -2.59 | -4.18 | -5.32 |
1 Year | 12.48 | 8.71 | -3.71 |
3 Years Annualised | - | - | - |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Sector Equity Ecology | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/01/2025 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.40 | 1.52 | 3.98 | 1.57 |
2023 | - | - | - | 1.41 |
Morningstar Rating™(Relative to Category) | - | ||||||||||||||||||||
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Category : Sector Equity Ecology | Click here to see our Methodology |
Volatility Measurements | 31/01/2025 | ||||||||||
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Modern Portfolio Statistics | 31/01/2025 | - |
Standard Index | Best Fit Index | |
Morningstar Global TME NR USD | ||
3-Yr Beta | - | - |
3-Yr Alpha | - | - |
Investment Style Details | 31/01/2025 | ||||||||||||||||||||||||||||||||||||||||
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Category: Sector Equity Ecology |
Asset Allocation | 31/01/2025 |
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World Regions | 31/01/2025 | ||||||||||||||||||||||||||||||||||||||||||
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Category: Sector Equity Ecology |
Sector Weightings | 31/01/2025 | |||||||||||||||||||||
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Category: Sector Equity Ecology |
Top 10 Holdings | 31/01/2025 |
Portfolio NEW | |
Total Number of Equity Holdings | 42 |
Total Number of Bond Holdings | 0 |
Assets in Top 10 Holdings | 41.98 |
Name | Sector | Country | % of Assets | ||
![]() | ![]() | United States | 5.30 | ||
![]() | ![]() | Italy | 5.18 | ||
![]() | ![]() | United States | 4.75 | ||
![]() | ![]() | United States | 4.24 | ||
![]() | ![]() | United States | 4.24 | ||
![]() | ![]() | United States | 3.78 | ||
![]() | ![]() | United States | 3.77 | ||
![]() | ![]() | United States | 3.65 | ||
![]() | ![]() | United States | 3.63 | ||
![]() | ![]() | France | 3.44 | ||
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Category: Sector Equity Ecology | |||||
Management | ||||||||||||||||||||||||||
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Biography | |
Neil Brown is a global natural resources equity co-portfolio manager and research analyst covering oil and natural gas exploration and production sector, integrated and refining companies. Prior to joining Jennison in 2005, he was with Deutsche Bank as an equity research associate specializing in the oil and natural gas exploration and production sector. He began his career as an institutional separate accounts finance analyst with Metropolitan Life Insurance Company. Neil received a BA in mathematics and history from Duke University. Neil is a CFA charterholder. |
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Fund Manager | John "Jay" Saunders |
Manager Start Date | 10/08/2023 |
Education |
1992, College of William and Mary, B.A. |
American University, M.A. |
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Biography | |
Jay Saunders is a global natural resources equity co-portfolio manager and research analyst covering oil and gas equipment and services, metals and mining, macro commodity analysis, and distributed generation companies. Before joining Jennison in 2005, he was with Deutsche Bank Securities as a vice president on the global oil team, covering North American integrated oils, independent refiners, and exploration and production companies. Prior to that, Jay worked at several publications reporting on a range of oil- and energy-related topics. He earned a BA in english from the College of William and Mary and an MA in print journalism from American University. |
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Fund Manager | Ubong (Bobby) Edemeka |
Manager Start Date | 10/08/2023 |
Career Start Year | 1997 |
Education |
Harvard University, B.A. |
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Biography | |
Bobby Edemeka is an income and infrastructure portfolio manager, and a research analyst covering global utilities, and energy infrastructure. Before joining Jennison in 2002, Bobby was a sell-side research analyst on the US Power & Utilities team at Goldman Sachs. Prior to that, he was an analyst on the global utilities team of SSB Citi Asset Management Group, a division of Citigroup. Bobby began his career as an analyst for the Prudential Utility Fund (now PGIM Jennison Utility Fund) at Prudential Investments (now PGIM Investments). He earned a BA in government from Harvard University. |
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