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    Fund

    Mediolanum Ch Financial Equity L A (IE0004488262.IR)

    3.95 0.00(0.00%) May 21
    Prev Close:3.95
    YTD Return*:9.60%
    Net Assets*:609.82M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for IE0004488262.IR at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC3.732.30
    JPM3.134.70
    Health Care Select Sector SPDR® ETF2.78-7.83
    BAC2.50-2.66
    BRK.B2.426.83

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:609.82M
    Category:Sector Equity Financial Services
    Annual Report Expense Ratio (net):2.57%

    Performance & Risk

    YTD Return:9.60%
    5y Avg Return:7.31%
    Rank in Category (ytd):89
    % Rank in Category (ytd):38.36%
    Beta (3y):0.97
    Morningstar Risk Rating:2

    Fund Summary

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