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More On IE0004461095…

Mediolanum Ch Energy Equity S A (IE0004461095.IR)

15.14 Up 0.18(1.20%) Jul 22
Prev Close:14.96
YTD Return*:9.00%
Net Assets*:414.86M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for IE0004461095.IR at this time.

Top Holdings

Symbol% AssetsYTD Return %
XOM7.881.46
Dj Euro Stoxx 50 P Index5.636.16
CVX.L4.2213.36
BPAQF.L2.7518.84
RYDAF.PA2.6021.97

Fund Basics

Morningstar Overall Rating:
Total Assets:414.86M
Category:Sector Equity Energy
Annual Report Expense Ratio (net):3.57%

Performance & Risk

YTD Return:9.00%
5y Avg Return:7.70%
Rank in Category (ytd):91
% Rank in Category (ytd):38.89%
Beta (3y):0.97
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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