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White Fleet II Energy Champions Fund A1

Ranked 29 out of 32 in - Energy over 12 months
All calculations are in CHF unless stated

Managed by

Pablo Gonzalez

Pablo Gonzalez is a portfolio manager for commodity and energy investments at Independent Capital Group. He is responsible for the investment strategy for all in-house commodity and energy funds, including structured products and managed accounts in that space. He joined Independent Capital Group through the merger of Gateway Capital Group and Independent Capital Management in July 2014. Prior to this he was portfolio manager responsible for all commodity-related investments at Gateway Capital Group since 2006. Prior to this he worked at UBS. He graduated at the University of Applied Sciences in Basel with a BA in Business Administration. Pablo Gonzalez is a CFA Charterholder.

Objective

This Equity Fund is actively managed aiming to achieve long-term capital growth. The Fund invests mainly in highly liquid equities and equity-type securities of companies active in the field of oil, natural gas, coal, nuclear and alternative energy as well as in companies that provide equipment and technologies to these companies. It invests without being limited to a specific geographical scope. In order to attain its objective the Fund can use derivative instruments. Exposure in currencies other than the reference currency of the subfund will be hedged.

Showing fund performance in Switzerland View performance globally

Performance

Energy over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -23.8% -3.0% 15.0% -2.1% -30.3%
2017 -10.5% -10.6% -13.9% 8.3% 7.3%
2016 38.1% 10.1% 15.4% -2.2% 11.2%
2015 -38.7% -11.5% -4.5% -20.3% -9.0%
2014 13.0% -4.2% -23.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland

Fund Info

  • Launch date07/03/2014
  • Share Class size04Mn
  • Base currencyUSD
  • ISIN LU1018863792

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment2.00%

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