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    Mediolanum Ch Energy Equity S A (IE0004461095.IR)

    15.69 Down 0.06(0.38%) Apr 24
    Prev Close:15.75
    YTD Return*:9.15%
    Net Assets*:393.45M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

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

    Top Holdings

    Symbol% AssetsYTD Return %
    XOM8.29-7.90
    CVX4.48-5.63
    Health Care Select Sector SPDR® ETF3.02-8.50
    RYDAF.L2.7711.38
    BPAQF.L2.46-0.74

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:393.45M
    Category:Sector Equity Energy
    Annual Report Expense Ratio (net):3.57%

    Performance & Risk

    YTD Return:9.15%
    5y Avg Return:3.25%
    Rank in Category (ytd):44
    % Rank in Category (ytd):17.53%
    Beta (3y):0.84
    Morningstar Risk Rating:1

    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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