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Vontobel Fund Clean Technology B

Classé 43 sur 45 en - Thèmes globaux sur 12 mois
All calculations are in EUR unless stated

Géré par

Pascal Dudle

Pascal Dudle is based in Zurich where he works for Vontobel Asset Management. There, he heads the global trends team and is personally responsible for three global equity funds. Previously he spent ten years at Swiss Re as a clean technology portfolio manager and also a strategist for both private and public equity investments in clean technology. Pascal has an MSc in Business Administration from the University of Zurich and is a certified European financial analyst. In his spare time he likes to go skiing as well as mountain biking.

Objectif

The fund invests into companies which provide technologies and innovative solutions in almost every aspect of economic activities, with the aim to both mitigate climate change and to reduce air and water pollution. The investment proposition is based on the long term structural trend of industrialization and urbanization contributing to climate change - the undesirable consequence which requires complete re-thinking in manufacturing process, transportation, waste management as well as all elements in clean smart living.

Performance

Thèmes globaux sur : 30/06/2017 - 30/06/2018
  • Classement 43/45 Rendement total
  • Classement 22/45 Ecart-type
  • Classement 37/45 Perte maximale
Nom du fonds Currency Perte
36 Pictet-Robotics-P USD EUR

-7,2%

37 Vontobel Fund Clean Technology B EUR

-7,6%

38 KBI Water A EUR EUR

-7,6%

39 KBC Eco CSOB Water Cap EUR

-7,9%

Rendement total

Performance trimestrielle

au 30/06/2018 Annuel T1 T2 T3 T4
2018 -4,8% -0,5%
2017 11,5% 7,2% -0,7% 3,2% 1,4%
2016 6,4% -4,3% 0,4% 7,4% 3,1%
2015 14,0% 17,1% -2,8% -10,1% 11,5%
2014 17,0% 4,0% 2,0% 0,9% 9,4%
2013 23,0% 11,0% -3,1% 5,2% 8,7%
2012 15,8% 10,4% -3,4% 5,8% 2,6%
2011 -14,3% 0,6% -2,1% -20,2% 9,1%
2010 14,6% 5,2% -4,4% 2,5% 11,2%
2009 40,3% -2,5% 20,8% 11,4% 7,0%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Finlande
  3. France
  4. Allemagne
  5. Italie
  6. Liechtenstein
  7. Luxembourg
  8. Norvège
  9. Singapour
  10. Espagne
  11. Suède
  12. Suisse
  13. Royaume-Uni

Information sur le fonds

  • Date de lancement17/11/2008
  • Taille de la share class79Mn
  • Devise de baseEUR
  • Code ISIN LU0384405600

Information pour achat

  • Minimum investissement de départ1
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle1,65%

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).