Vontobel Fund - Global Environmental Change NG USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | - | 8.1 |
![]() | +/-Cat | - | - | - | - | 4.4 |
![]() | +/-B’mrk | - | - | - | - | -4.2 |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 12/07/2024 | USD 122.52 | |
Day Change | 0.42% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU2585198844 | |
Fund Size (Mil) 15/07/2024 | EUR 2231.04 | |
Share Class Size (Mil) 15/07/2024 | USD 1.01 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 29/02/2024 | 0.79% |
Investment Objective: Vontobel Fund - Global Environmental Change NG USD |
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 14/03/2023 |
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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 NG USD | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.95 |
![]() | ![]() | 3.29 |
![]() | ![]() | 3.04 |
![]() | ![]() | 2.70 |
![]() | ![]() | 2.59 |
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Vontobel Fund - Global Environmental Change NG USD |