Performance
Trailing returns
| 1 day | +0.82% |
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| 1 week | +4.05% |
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| 4 week | +11.09% |
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| 3 month | +12.18% |
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| YTD | +26.72% |
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| 1 year | +30.83% |
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| 3 years* | - | ||||
| 5 years* | - | ||||
| *annualized | |||||
| Best 3 month return | +19.25% | |
| Worst 3 month return | -24.28% |
Morningstar statistics
Morningstar category: Sector Equity Ecology
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | ||
| Front load | - | |
| Deferred load | - | |
| Expense ratio | - | |
| Management fee | 0.00% | |
| Fund family | Legal & General(Unit Trust Managers)Ltd. |
Asset allocation
| Cash | 1.64% | |
| Stocks | 98.36% | |
| Bonds | 0.00% | |
| Other | 0.00% |
0.000.00(0.00%)
May 17, 4:00PM GMT+1
Description
The objective of this fund is to provide growth. The fund will invest in company shares. Between 70% and 100% of the company shares the fund invests in will be from companies worldwide engaged in, or with activities related to, clean technology. The fund will invest between 70% and 100% in companies which generate the majority of their business revenues from producing goods or providing services relating to: �energy efficiency; �low carbon energy production; or �water, waste and pollution control. The fund may also invest in shares of companies which are reasonably expected, at the manager's discretion, to meet the above criteria in the future. The fund may use derivatives (contracts which have a value linked to the price of another asset) for the following purposes: �To help with efficient day to day management. �To reduce some of the risks of the market.
Asset manager:
Robert Dowling (Started: Jun 16, 2011)
Robert Dowling (Started: Jun 16, 2011)
Advisor Company:
Legal & General Investment Management
Legal & General Investment Management
Temple Court, 11 Queen Victoria Street
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -9.98 | - | - | - | |
| Beta* | 1.28 | - | - | - | |
| Mean annual return | 0.90 | - | - | - | |
| R-squared* | 85.16 | - | - | - | |
| Standard deviation | 17.22 | - | - | - | |
| Sharpe ratio | 0.62 | - | - | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Energy Development Corporation (EDC) | 2.22% | |
| Vanguarda Agro S.A. (VAGR3) | 2.20% | |
| EDP - Energias de Portugal SA (EDP) | 2.20% | |
| Energy Company of Parana Pfd Shs -B- (CPLE6) | 2.03% | |
| Deutsche Bk Ag ([Wts/Rts]) | 1.97% | |
| Enel Green Power S.p.A. (EGPW) | 1.75% | |
| General Cable Corporation (BGC) | 1.67% | |
| Cree, Inc. (CREE) | 1.66% | |
| Giga Solar Materials Corp (3691) | 1.57% | |
| MasTec, Inc. (MTZ) | 1.52% |