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Mediolanum Ch Energy Equity L A (IE0004460683.IR)

7.61 Up 0.05(0.66%) Aug 19
Prev Close:7.56
YTD Return*:8.39%
Net Assets*:407.08M
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in EUR.

Headlines

  • No Headlines available for IE0004460683.IR at this time.

Top Holdings

Symbol% AssetsYTD Return %
XOM7.88-1.07
Dj Euro Stoxx 50 P Index5.634.05
CVX.L4.223.79
BPAQF.L2.7517.40
RYDAF.PA2.607.81

Fund Basics

Morningstar Overall Rating:
Total Assets:407.08M
Category:Sector Equity Energy
Annual Report Expense Ratio (net):3.09%

Performance & Risk

YTD Return:8.39%
5y Avg Return:6.96%
Rank in Category (ytd):80
% Rank in Category (ytd):34.19%
Beta (3y):0.96
Morningstar Risk Rating:2

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. View More
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