Vontobel Fund New Power B
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 mainly in securities of companies that offer new technologies and innovative solutions that aim to achieve more efficient energy use and the use of alternative energy sources.
Performance
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Rank 26/33 Total Return
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Rank 6/33 Standard Deviation
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Rank 13/33 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 24 | EIC Energy Infrastructure Fund A CHF | CHF | 10.1% |
| 25 | BGF New Energy A2 USD | CHF | 8.2% |
| 26 | Vontobel Fund New Power B | CHF | 7.2% |
| 27 | MILLER HOWARD SICAV -AMERICAN ENERGY R USD | CHF | 5.2% |
| 28 | Montage Inv Tortoise North Amer Engy Infra R USD | CHF | 4.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 4 | JSS Multi Label SICAV - New Energy Fund (EUR) B | CHF | 10.3 |
| 5 | Pictet-Clean Energy-P USD | CHF | 11.0 |
| 6 | Vontobel Fund New Power B | CHF | 11.2 |
| 7 | 4Q-SMART POWER -EUR- | CHF | 11.5 |
| 8 | Quaero Capital Accessible Clean Energy B USD Cap | CHF | 11.6 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 11 | Pictet-Clean Energy-P USD | CHF | -7.1% |
| 12 | JSS Multi Label SICAV - New Energy Fund (EUR) B | CHF | -7.3% |
| 13 | Vontobel Fund New Power B | CHF | -7.9% |
| 14 | MFS Meridian Funds-Global Energy A1 USD | CHF | -8.5% |
| 15 | BGF World Energy A2 USD | CHF | -9.0% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -5.9% | ||||
| 2017 | 20.3% | 5.1% | 0.7% | 7.8% | 5.5% |
| 2016 | 4.4% | -4.4% | 0.2% | 6.5% | 2.3% |
| 2015 | -2.6% | 0.9% | -4.6% | -9.8% | 12.2% |
| 2014 | 0.5% | 2.9% | 2.5% | -0.6% | -4.2% |
| 2013 | 26.3% | 11.6% | 0.2% | 5.5% | 7.1% |
| 2012 | 8.4% | 7.2% | -3.0% | 2.5% | 1.7% |
| 2011 | -24.4% | 7.2% | -15.1% | -23.4% | 8.4% |
| 2010 | -10.5% | -4.9% | -14.4% | 4.6% | 5.2% |
| 2009 | 24.4% | -3.9% | 19.1% | 6.0% | 2.6% |
| 2008 | -56.2% | -21.4% | 10.1% | -22.5% | -34.6% |
| 2007 | 45.8% | 15.9% | 12.8% | 4.8% | 6.4% |
| 2006 | 23.3% | 19.1% | -5.7% | 1.3% | 8.4% |
| 2005 | 39.3% | 7.3% | 15.1% | 14.3% | -1.4% |
| 2004 | 6.7% | 6.2% | 1.8% | -2.2% | 0.9% |
| 2003 | 19.8% | -7.0% | 19.4% | 2.5% | 5.1% |
| 2002 | -44.0% | 4.0% | -28.7% | -24.5% | 0.0% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Finland
- France
- Germany
- Italy
- Liechtenstein
- Luxembourg
- Norway
- Peru
- Singapore
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date12/12/2001
- Share Class size83Mn
- Base currencyEUR
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ISIN LU0138259048
Purchase Info
- Min. initial investment5,000
- Min. regular additional investment0
Charges
- Annual management1.65%
- Initial investment1.65