Dow Down 1.39% Nasdaq Down 1.65%

More On IE0004490672…

Mediolanum Ch Financial Equity S A (IE0004490672.IR)

6.54 Down 0.05(0.76%) Sep 29
Prev Close:6.59
YTD Return*:6.33%
Net Assets*:626.65M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for IE0004490672.IR at this time.

Top Holdings

Symbol% AssetsYTD Return %
Dj Euro Stoxx 50 P Index5.5315.79
WFC3.564.02
JPM.L3.151.76
HBCYF2.574.62
Health Care Select Sector SPDR® ETF2.53-0.23

Fund Basics

Morningstar Overall Rating:
Total Assets:626.65M
Category:Sector Equity Financial Services
Annual Report Expense Ratio (net):3.09%

Performance & Risk

YTD Return:6.33%
5y Avg Return:5.12%
Rank in Category (ytd):58
% Rank in Category (ytd):25.89%
Beta (3y):1.02
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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