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Vontobel Fund New Power B

Ranked 6 out of 36 in - Energy 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 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.

Showing fund performance in Switzerland View performance globally

Performance

Energy over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 0.7%
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

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

Fund Info

  • Launch date12/12/2001
  • Share Class size90Mn
  • Base currencyEUR
  • ISIN LU0138259048

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.65%

Related News

AA-rated Vontobel clean energy expert’s top China calls

VIDEO: Pascal Dudle says China is gaining ground despite maintaining the biggest regional exposure to the US market.

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