Vontobel Global Envir Change HS Hdg CHF

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Performance History31/10/2024
Growth of 1,000 (GBP) Advanced Graph
Vontobel Global Envir Change HS Hdg CHF
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Key Stats
NAV
20/11/2024
 CHF 104.94
Day Change 0.08%
Morningstar Category™ Other Equity
ISIN LU2801348728
Fund Size (Mil)
20/11/2024
 EUR 2260.10
Share Class Size (Mil)
20/11/2024
 CHF 10.46
Max Initial Charge 5.00%
Ongoing Charge
07/10/2024
  0.25%
Investment Objective: Vontobel Global Envir Change HS Hdg CHF
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
Trailing Returns (GBP)20/11/2024
YTD-
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
Pascal Dudle
01/10/2012
Stephan Eugster
01/09/2015
Inception Date
03/05/2024
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI World NR USD-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Vontobel Global Envir Change HS Hdg CHF31/10/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.190.0099.19
Bond0.000.000.00
Property0.000.000.00
Cash0.820.010.81
Other0.000.000.00
Top 5 Regions%
United States52.28
Eurozone28.05
United Kingdom5.45
Japan5.00
Canada3.24
Top 5 Sectors%
Industrials49.61
Technology25.91
Utilities10.75
Basic Materials9.09
Consumer Cyclical3.26
Top 5 HoldingsSector%
Prysmian SpAIndustrialsIndustrials3.65
Iberdrola SAUtilitiesUtilities3.14
Linde PLCBasic MaterialsBasic Materials3.13
Compagnie de Saint-Gobain SAIndustrialsIndustrials2.90
Applied Materials IncTechnologyTechnology2.65
Vontobel Global Envir Change HS Hdg CHF

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