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Pictet Clean Energy I dy GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Pictet
Fund Summary 'The sub-fund seeks capital growth by investing at least two-thirds of its total assets in the shares of companies worldwide that contribute to and benefit from the switch to lower-carbon energy sources. The sub-fund favours companies operating in the field of cleaner infrastructures and resources, carbon-reducing technologies and equipment, the generation, transmission and distribution of cleaner energy and energy efficiency.
SEDOL code B516829
ISIN LU0448836949
Fund code PICLI
Managers Xavier Chollet, Christian Roessing
Manager Tenure 8 years
Morningstar Category Sector Equity Alternative Energy
IMA Sector Global
Fund Size £455 million
Fund Type Offshore
Management Style Active
Total Expense Ratio (TER) 1.21%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £72.30
Buy Price £72.30
Price Change -1.7663%
Price Date 23rd May 2019
Yield 0.06%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 14th May 2007
Fund Status OPEN

3-year Mean Monthly Return: 1.132%

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund Performance +2.25% +0.38% +33.41% -15.33% +12.48% +19.01% +9.48% -22.02% +2.05% +45.77%
Benchmark Performance
(Sector Equity Alternative Energy)
+3.02% +3.12% +25.29% -7.36% +3.93%
Time Period Cumulative Benchmark Performance
(Sector Equity Alternative Energy)
Fund Compared to Benchmark
1 day 1.07% +1.40% -0.33%
1 week 0.78% +1.56% -0.78%
1 month -3.60% -1.81% -1.79%
3 months 2.31% +3.21% -0.90%
6 months 10.21% +12.52% -2.31%
1 year -3.70% +2.09% -5.80%
3 years 43.07% +47.31% -4.23%
5 years 35.77% +42.76% -7.00%
10 years 68.95% +32.50% +36.45%
YTD 15.83% +16.41% -0.57%
Since inception 47.83% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
NextEra Energy Inc USA 3.91%
NXP Semiconductors NV CHN 3.25%
ON Semiconductor Corp USA 3.15%
Tesla Inc USA 2.96%
Synopsys Inc USA 2.82%
Enel SpA ITA 2.81%
Atmos Energy Corp USA 2.77%
Autodesk Inc USA 2.53%
First Solar Inc USA 2.45%
Equinix Inc USA 2.42%

Currently unavailable