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Mediolanum Challenge Energy Equity Fund (IE0004460683.IR)

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

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
18
Min Subsequent Investment
500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1.5

Broker Availability

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.

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

Performance & Risk

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

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