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Vontobel Fund Clean Technology B

Ranked 8 out of 39 in - Global Themes over 12 months
All calculations are in CHF unless stated

Managed by

Pascal Dudle

Pascal Dudle is based in Zurich where he works for Vontobel Asset Management. There, he heads the global trends team and is personally responsible for three global equity funds. Previously he spent ten years at Swiss Re as a clean technology portfolio manager and also a strategist for both private and public equity investments in clean technology. Pascal has an MSc in Business Administration from the University of Zurich and is a certified European financial analyst. In his spare time he likes to go skiing as well as mountain biking.

Objective

The fund invests into companies which provide technologies and innovative solutions in almost every aspect of economic activities, with the aim to both mitigate climate change and to reduce air and water pollution. The investment proposition is based on the long term structural trend of industrialization and urbanization contributing to climate change - the undesirable consequence which requires complete re-thinking in manufacturing process, transportation, waste management as well as all elements in clean smart living.

Showing fund performance in Switzerland View performance globally

Performance

Global Themes over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.1% 1.3%
2016 4.9% -4.0% -0.4% 8.1% 1.5%
2015 3.1% 1.6% -3.0% -5.8% 11.1%
2014 14.8% 3.3% 1.7% 0.3% 8.9%
2013 24.9% 11.8% -1.9% 4.7% 8.8%
2012 15.1% 9.5% -3.6% 6.5% 2.4%
2011 -16.8% 4.5% -7.9% -20.4% 8.7%
2010 -3.4% 1.0% -11.4% 3.5% 4.2%
2009 40.7% -0.5% 22.1% 10.7% 4.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
American Water Works Company Inc ORD 2.91
CSX Corp ORD 2.87
NXP Semiconductors NV ORD 2.74
ASML Holding NV ORD 2.64
Suez SA ORD 2.58
Cadence Design Systems Inc ORD 2.56
A. O. Smith Corp ORD 2.55
Thermo Fisher Scientific Inc ORD 2.49
MTR Corp Ltd ORD 2.47
EUR Cash 2.46
31/03/2017

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date17/11/2008
  • Share Class size60Mn
  • Base currencyEUR
  • ISIN LU0384405600

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.65%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).