YHD - Delayed Quote EUR

Mediolanum Challenge Technology Equity Fund (IE0004621052.IR)

4.3900 -0.0800 (-1.79%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return 29.11%
Worst 1Y Total Return -47.29%
Best 3Y Total Return 29.11%
Worst 3Y Total Return -23.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IE0004621052.IR
Category
YTD
-9.75%
12.60%
1-Month
-4.51%
2.82%
3-Month
-3.66%
12.60%
1-Year
-8.27%
22.27%
3-Year
11.92%
9.57%
5-Year
10.39%
10.19%
10-Year
4.27%
6.49%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IE0004621052.IR
Category
2018
--
--
2017
15.45%
--
2016
8.61%
--
2015
10.98%
2.62%
2014
24.49%
7.74%
2013
19.73%
27.35%
2012
6.79%
12.90%
2011
-1.88%
-10.68%

2010
10.87%
13.98%
2009
29.11%
58.16%
2008
-36.30%
-46.75%
2007
3.99%
12.91%
2006
1.87%
11.82%
2005
12.55%
3.64%
2004
-3.55%
4.11%
2003
13.32%
51.07%
2002
-47.29%
-40.62%
2001
-25.66%
-37.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 0.29% 9.62% 6.91% --
2017 8.24% -1.94% 3.65% 4.95%
2016 -5.49% -1.27% 9.56% 6.24%
2015 11.85% -4.54% -5.68% 10.20%
2014 0.85% 4.81% 10.13% 6.95%
2013 8.07% -0.55% 2.96% 8.21%
2012 12.95% -4.49% 2.88% -3.77%
2011 -3.33% -3.20% -3.72% 8.90%
2010 7.34% -6.74% 0.54% 10.16%
2009 0.21% 9.66% 8.43% 8.36%

2008 -21.94% 2.31% -4.80% -16.22%
2007 -0.69% 7.24% 1.12% -3.45%
2006 2.24% -10.27% 7.32% 3.46%
2005 -2.63% 6.96% 4.94% 2.98%
2004 2.84% -0.20% -9.23% 3.53%
2003 -8.15% 13.19% 4.69% 4.11%
2002 -7.26% -33.21% -25.01% 13.49%
2001 -17.34% 4.82% -30.01% 22.59%

Rank in Category (By Total Return)

YTD 68
1-Month 81
3-Month 84
1-Year 61
3-Year 71
5-Year 60

Load Adjusted Returns

1-Year -12.40%
3-Year 10.21%
5-Year 9.38%
10-Year 3.79%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Sector Equity Technology
Fund Family Mediolanum International Funds Limited
Net Assets 374.52M
YTD Return -9.75%
Yield 0.00%
Morningstar Rating
Inception Date Nov 29, 2000

Fund Summary

The investment objective of Challenge Technology Equity Fund is long term capital appreciation through investment on a global basis in a diversified portfolio of leading hi-tech or sector related 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) Global Information Technology Index and the MSCI Global Telecommunication Index. The Sub-Fund will be managed to perform closely in line with those Indices.

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