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Challenge Funds - Financial Equity Fund

MEDFINS:ID
7.34
EUR
0.05
0.70%
As of 12:59 AM EDT 9/19/2017
Fund Type
Open-End Fund
52Wk Range
6.33 - 7.76
1 Yr Return
15.39%
YTD Return
-0.97%
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Previous Close
7.29
52Wk Range
6.33 - 7.76
1 Yr Return
16.04%
YTD Return
-0.97%
Fund Type
Open-End Fund
Objective
Thematic Sector
Asset Class Focus
Equity
Geographic Focus
Global
NAV (on 09/19/2017)
7.342
Total Assets (m EUR) (on 09/19/2017)
577.632
Inception Date
03/01/2001
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
TOMMASO TABACCHI / BRIAN O'ROURKE
Front Load Fee
5.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
2.15%
Expense Ratio
-

Top Fund Holdings

Name Position Value % of Fund
412.94 k 17.47 m 3.52
316.13 k 17.43 m 3.52
101.92 k 13.05 m 2.63
859.37 k 10.21 m 2.06
9.50 k 9.51 m 1.92
245.46 k 9.31 m 1.88
102.51 k 9.04 m 1.82
1.62 m 8.95 m 1.81
140.93 k 6.94 m 1.40
127.62 k 6.80 m 1.37
Profile
Challenge Funds - Financial Equity Fund is a UCITS certified open-end fund incorporated in Ireland. The Fund's objective is long-term capital appreciation through investment in a diversified portfolio of leading financial or sector related stocks listed or traded on recognized exchanges.
Address
2 Shelbourne Buildings
Shelbourne Road
Dublin 4, Ireland
Phone
Not Disclosed