YHD - Delayed Quote EUR

Mediolanum Challenge Energy Equity Fund (IE0004460683.IR)

5.98 -0.12 (-1.97%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return 47.01%
Worst 1Y Total Return -35.66%
Best 3Y Total Return 47.01%
Worst 3Y Total Return -9.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IE0004460683.IR
Category
YTD
3.80%
-4.04%
1-Month
6.18%
-0.84%
3-Month
10.95%
-4.04%
1-Year
-18.16%
15.96%
3-Year
-1.57%
-11.39%
5-Year
-2.36%
-5.36%
10-Year
-0.54%
-2.92%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IE0004460683.IR
Category
2018
--
--
2017
-3.87%
--
2016
20.15%
--
2015
-12.25%
-25.98%
2014
0.96%
-20.77%
2013
4.35%
13.42%
2012
0.86%
-1.61%
2011
-7.68%
-13.04%

2010
18.08%
11.15%
2009
26.75%
43.74%
2008
-35.66%
-47.42%
2007
15.43%
32.03%
2006
2.91%
20.52%
2005
47.01%
31.18%
2004
15.23%
27.16%
2003
1.31%
29.39%
2002
-22.61%
-5.66%
2001
-5.15%
-12.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -7.44% 15.04% 0.58% --
2017 -2.26% -9.14% 4.38% 3.70%
2016 -2.25% 7.54% 2.64% 11.35%
2015 9.29% -4.85% -17.94% 2.84%
2014 0.64% 8.58% -1.22% -6.47%
2013 3.61% -5.97% 3.56% 3.42%
2012 1.96% -4.21% 5.54% -2.15%
2011 1.91% -4.89% -15.83% 13.16%
2010 5.09% -9.20% 5.37% 17.45%
2009 -3.27% 10.39% 8.97% 8.93%

2008 -15.88% 18.31% -18.25% -20.92%
2007 0.40% 13.39% -0.07% 1.45%
2006 5.22% -1.16% -4.79% 3.94%
2005 16.30% 12.59% 18.70% -5.42%
2004 4.66% 6.93% 6.28% -3.13%
2003 -8.11% 4.96% -2.75% 8.00%
2002 11.68% -14.47% -19.35% 0.47%
2001 0.36% 6.37% -14.83% 4.32%

Rank in Category (By Total Return)

YTD 79
1-Month 84
3-Month 68
1-Year 31
3-Year 34
5-Year 31

Load Adjusted Returns

1-Year -22.25%
3-Year -3.24%
5-Year -3.35%
10-Year -1.05%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Sector Equity Energy
Fund Family Mediolanum International Funds Limited
Net Assets 332.87M
YTD Return 3.80%
Yield 0.00%
Morningstar Rating
Inception Date Nov 29, 2000

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.

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