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Pictet-Clean Energy-P dy GBP

Ranked 3 out of 16 in - Energy over 12 months
All calculations are in GBP

Managed by

Xavier Chollet

Luciano Diana

Luciano Diana joined Pictet Asset Management in March 2009, where he is a senior investment manager running the Pictet-Clean Energy Fund. In 1998 he began his career at Accenture as an IT strategy consultant, and before joining Pictet he spent four years at Morgan Stanley as head of the clean energy research team on the sell-side. Mr Diana earned his engineering degree at University of Padua in Italy and has an MBA from INSEAD. Outside of fund management he enjoys sports like soccer and skiing.

Objective

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.

Performance

Energy over : 30/04/2014 - 30/04/2015
  • Rank 3/16 Total Return
  • Rank 4/16 Standard Deviation
  • Rank 2/16 Max Drawdown
Fund Name Return
1 Vontobel Fund New Power H GBP (hedged)

Currency exposure is hedged

Currency exposure is hedged

16.2%

2 RobecoSAM Smart Energy Fund A (GBP)

11.2%

3 Pictet-Clean Energy-P dy GBP

11.1%

4 KBI Alternative Energy GBP A

10.8%

5 BGF New Energy A4RF GBP

6.3%

Fund Name Loss
1 BGF New Energy A4RF GBP

-4.1%

2 Pictet-Clean Energy-P dy GBP

-4.5%

3 Vontobel Fund New Power H GBP (hedged)

Currency exposure is hedged

Currency exposure is hedged

-4.8%

4 RobecoSAM Smart Energy Fund A (GBP)

-5.2%

5 KBI Alternative Energy GBP A

-6.7%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 10.9%
2014 3.6% 3.0% 1.1% -3.1% 2.6%
2013 32.5% 15.4% -0.4% 7.1% 7.6%
2012 -1.5% 4.7% -8.5% 0.6% 2.3%
2011 -21.5% 6.3% -8.6% -22.9% 4.8%
2010 -4.1% 0.7% -11.3% 4.1% 3.1%
2009 31.4% -7.0% 18.1% 16.5% 2.7%
2008 -40.4% -15.1% 4.6% -20.9% -15.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Italy
  10. Liechtenstein
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Peru
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date14/11/2007
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN LU0320648255

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.6%

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