YHD - Delayed Quote EUR

Mediolanum Ch Financial Equity L A (IE0004488262.IR)

3.3700 -0.0400 (-1.17%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return 24.34%
Worst 1Y Total Return -49.11%
Best 3Y Total Return 24.34%
Worst 3Y Total Return -23.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IE0004488262.IR
Category
YTD
-10.07%
5.94%
1-Month
1.94%
1.46%
3-Month
-0.15%
5.94%
1-Year
-15.26%
18.86%
3-Year
3.20%
1.62%
5-Year
4.73%
7.31%
10-Year
-3.81%
-1.50%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IE0004488262.IR
Category
2018
--
--
2017
4.73%
--
2016
5.63%
--
2015
3.28%
-5.62%
2014
12.97%
1.79%
2013
16.19%
23.83%
2012
21.32%
27.33%
2011
-16.99%
-21.44%

2010
7.10%
1.26%
2009
19.18%
41.83%
2008
-49.11%
-55.37%
2007
-18.19%
-2.27%
2006
8.89%
27.18%
2005
24.34%
11.49%
2004
6.65%
17.41%
2003
12.05%
38.58%
2002
-30.76%
-17.07%
2001
-13.35%
-16.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -3.97% 0.13% 2.96% --
2017 2.27% -1.66% 2.08% 2.01%
2016 -11.78% -1.69% 4.52% 16.52%
2015 11.68% -2.63% -9.93% 5.44%
2014 -0.10% 2.74% 5.30% 4.53%
2013 8.53% -0.55% 2.63% 4.90%
2012 12.98% -3.29% 6.15% 4.62%
2011 -1.54% -4.48% -16.74% 6.01%
2010 8.87% -8.08% 0.73% 6.24%
2009 -17.79% 26.20% 17.42% -2.17%

2008 -18.94% -10.53% 2.53% -31.56%
2007 -1.30% 0.73% -7.31% -11.23%
2006 4.58% -5.65% 7.02% 3.12%
2005 0.27% 7.95% 5.51% 8.88%
2004 6.71% -1.54% -1.76% 3.33%
2003 -11.08% 14.93% 3.71% 5.71%
2002 3.34% -15.80% -21.03% 0.75%
2001 -6.94% 6.20% -19.36% 8.73%

Rank in Category (By Total Return)

YTD 55
1-Month 69
3-Month 79
1-Year 51
3-Year 73
5-Year 73

Load Adjusted Returns

1-Year -19.07%
3-Year 1.63%
5-Year 3.77%
10-Year -4.25%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Sector Equity Financial Services
Fund Family Mediolanum International Funds Limited
Net Assets 520.04M
YTD Return -10.07%
Yield 0.00%
Morningstar Rating
Inception Date Nov 29, 2000

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.

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