Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Vontobel Fund New Power B

Ranked 28 out of 32 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 : 30/09/2017 - 30/09/2018
  • Rank 28/32 Total Return
  • Rank 7/32 Standard Deviation
  • Rank 21/32 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9% -2.7% -0.4%
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

Asset Allocation

Breakdown

31/05/2018

Top 10 Holdings

Stock Size
Schneider Electric SE ORD 3.67%
Synopsys Inc ORD 3.49%
Nextera Energy Inc ORD 3.39%
Roper Technologies Inc ORD 3.29%
Taiwan Semiconductor Manufacturing Co Ltd DR 3.16%
Infineon Technologies AG ORD 3.16%
Mitsubishi Electric Corp ORD 3.15%
Continental AG ORD 3.00%
Prysmian SpA ORD 2.93%
Ingersoll-Rand PLC ORD 2.80%
31/05/2018

Registered For Sale In

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

Fund Info

  • Launch date12/12/2001
  • Share Class size78Mn
  • Base currencyEUR
  • ISIN LU0138259048

Purchase Info

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

Charges

  • Annual management1.65%
  • Initial investment1.65%

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).