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SWC (LU) EF Global Energy AT

Ranked 9 out of 24 in - Energy over 12 months
All calculations are in GBP unless stated

Managed by

Paolo Zagaria

Objective

The investment objective is to generate long-term capital growth by investing in the shares of companies in the energy sector worldwide. The fund invests at least 80% of its net assets in the equities of companies whose primary business activities are in the energy sector.

Showing fund performance in United Kingdom View performance globally

Performance

Energy over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.5%
2018 -13.3% -9.4% 18.9% 1.1% -20.5%
2017 -5.4% -6.7% -8.9% 5.3% 5.6%
2016 49.0% 6.5% 19.3% 3.7% 13.1%
2015 -19.8% 1.6% -6.1% -16.3% 0.5%
2014 -9.7% 2.2% 9.8% -6.3% -14.2%
2013 15.1% 11.9% -2.5% 1.4% 4.0%
2012 -4.8% 0.9% -8.3% 6.3% -3.2%
2011 -3.5% 12.7% -6.7% -21.7% 17.2%
2010 16.0% 5.0% -16.4% 10.3% 19.8%
2009 21.2% -5.8% 2.6% 18.1% 6.2%
2008 -18.6% -9.0% 19.8% -21.2% -5.3%
2007 27.3% 1.7% 14.1% 2.3% 7.2%
2006 -0.4% 6.7% -2.7% -6.6% 2.8%
2005 36.7% 10.6% 9.4% 15.8% -2.5%
2004 16.8% 0.4% 5.5% 7.9% 2.2%
2003 13.6% -1.6% 8.4% -1.0% 7.7%
2002 -19.2% 7.2% -8.9% -19.3% 2.6%
2001 -13.5% -2.4% 1.4% -13.0% 0.5%
2000 14.7% 0.9% 9.5% 5.9% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date10/12/1999
  • Share Class size16Mn
  • Base currencyUnits
  • ISIN LU0102843504

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.45%
  • Initial investment1.60%

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