YHD - Delayed Quote EUR

Mediolanum Ch European Equity S A (IE0004393926.IR)

8.19 -0.13 (-1.56%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 1
YTD Return --
5y Average Return --
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return 23.30%
Worst 1Y Total Return -44.40%
Best 3Y Total Return 23.30%
Worst 3Y Total Return -14.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IE0004393926.IR
Category
YTD
-7.18%
5.63%
1-Month
1.05%
3.20%
3-Month
-0.61%
5.63%
1-Year
-14.71%
13.30%
3-Year
2.89%
6.45%
5-Year
2.48%
9.77%
10-Year
-1.08%
2.21%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IE0004393926.IR
Category
2018
--
--
2017
5.47%
--
2016
-3.00%
--
2015
4.27%
10.79%
2014
3.19%
5.28%
2013
15.29%
19.61%
2012
13.30%
17.81%
2011
-10.92%
-11.00%

2010
5.93%
11.62%
2009
23.30%
29.11%
2008
-44.40%
-43.29%
2007
-1.20%
1.39%
2006
15.78%
17.73%
2005
21.75%
24.60%
2004
8.84%
9.41%
2003
11.26%
13.36%
2002
-32.70%
-31.19%
2001
--
-18.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -4.40% 3.21% -0.29% --
2017 4.49% 0.18% 1.62% -0.85%
2016 -8.14% -2.56% 3.28% 4.94%
2015 14.03% -3.83% -8.83% 4.30%
2014 1.03% 2.91% 0.00% -0.75%
2013 4.61% -1.98% 7.44% 4.65%
2012 6.98% -3.14% 5.56% 3.58%
2011 -0.03% 0.15% -17.33% 7.62%
2010 2.69% -7.23% 5.79% 5.10%
2009 -11.21% 16.34% 14.82% 3.96%

2008 -14.88% -4.04% -11.54% -23.05%
2007 2.01% 5.08% -3.69% -4.29%
2006 6.77% -3.48% 5.77% 6.22%
2005 4.20% 5.70% 7.19% 3.13%
2004 2.58% 2.51% -1.51% 5.09%
2003 -13.27% 14.79% 1.38% 10.22%
2002 1.46% -15.84% -23.68% 3.28%
2001 1.75% -18.46% 11.65% --

Rank in Category (By Total Return)

YTD 74
1-Month 63
3-Month 79
1-Year 92
3-Year 96
5-Year 95

Load Adjusted Returns

1-Year -15.99%
3-Year 2.37%
5-Year 2.17%
10-Year -1.23%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Europe Large-Cap Blend Equity
Fund Family Mediolanum International Funds Limited
Net Assets 721.73M
YTD Return -7.18%
Yield 0.00%
Morningstar Rating
Inception Date Feb 19, 2001

Fund Summary

The investment objective of Challenge European Equity Fund is long term capital appreciation through investment in a diversified portfolio of leading European stocks listed or traded on Recognised Exchanges. The performance of the Sub-Fund´s portfolio of investments will be measured against the MSCI (Morgan Stanley Capital International) Europe Index (or any other index which replaces it or is considered to be the market standard in place of that index and any such change in that index will be notified to Unitholders in the semi-annual and annual accounts), a market capitalisation weighted index of the major shares listed on the organised exchanges in a number of the developed countries (currently 15) in Europe. The Sub-Fund will be managed to perform closely in line with that Index.

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