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    Mediolanum Ch Energy Equity L A (IE0004460683.IR)

    6.41 Down 0.02(0.31%) May 26

    Profile as of Apr 29, 2016Get Profile for:
    Mediolanum Ch Energy Equity L A
    Block B, - Iona Building - Shelbourne Road 4
    Fund Overview 
    Category:Sector Equity Energy
    Fund Family:Mediolanum International Funds Limited
    Net Assets:332.87M
    Year-to-Date Return:3.80%
    Morningstar Rating:4 stars
    Fund Inception Date:Nov 29, 2000
    Morningstar Style Box 
    Sector Equity Energy
    [View Category Definition]
    View Top Sector Equity Energy Funds
    About the Morningstar Style Box
    Management Information 
    Stefano De Chiara
    Lead Manager since Jan 1, 2009
    Investment Information 
    Min Initial Investment:5,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:1,800
    Min Subsequent Investment:500
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:150
    IE0004460683.IR can be purchased from 0 brokerages.

    Fund Summary 
    The investment objective of Challenge Energy Equity Fund is long term capital appreciation through investment on a global basis in a diversified portfolio of leading energy 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 Energy Index. The Sub-Fund will be managed to perform closely in line with that Index.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 67.00%
    Average for Category:N/A
    Fees & Expenses 
    ExpenseIE0004460683.IRCategory Avg
    Annual Report Expense Ratio (net):3.09%N/A
    Prospectus Net Expense Ratio:N/AN/A
    Prospectus Gross Expense Ratio:N/AN/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:5.00%N/A
    Max Deferred Sales Load: 0.00%N/A
    3 Yr Expense Projection*:N/AN/A
    5 Yr Expense Projection*:N/AN/A
    10 Yr Expense Projection*:N/AN/A
    * Per $10,000 invested