Legal & General Global Environmental Enterprises Fund L Acc

 (MUTF_GB:LG_GLOB_ENVI_ME7X6T)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.42%
   
1 week   +2.01%
   
4 week   +7.49%
   
3 month   +7.04%
   
YTD   +14.45%
   
1 year   +23.79%
   
3 years*   +13.11%
   
5 years*   -  
*annualized
Best 3 month return+19.25%  
Worst 3 month return-24.28%  

Morningstar statistics

Morningstar category: Sector Equity Ecology
  Return Risk Rating
3 years Above Average High
5 years     -     - -
10 years     -     - -
Overall Above Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets 
Front load0.00%  
Deferred load-  
Expense ratio-  
Management fee0.00%  
Fund familyLegal & General(Unit Trust Managers)Ltd. 

Asset allocation

Cash0.83%  
Stocks96.74%  
Bonds0.00%  
Preferred2.43%  
Other0.00%  

Purchase information

Initial�500,000  
0.000.00(0.00%)
Sep 3, 4:00PM GMT+1 Overall Morningstar RatingTM

Description

The fund aims to provide capital growth through investment primarily in companies engaged in, or with activities related to, clean technology. The manager will seek to achieve the investment objective by investing primarily in global listed equity securities of companies which generate the majority of their business revenues from products or services engaged in, related to or benefiting from the efficient use of natural resources, the transition to a lower carbon economy and the mitigation of, or adaptation to, climate change.
Asset manager:
Robert Dowling (Started: Jun 16, 2011)
Advisor Company:
Legal & General Investment Management
Temple Court, 11 Queen Victoria Street

Risk

  1 year 3 years 5 years 10 years  
Alpha* 3.96 -6.68     -     -
Beta* 1.27 1.34     -     -
Mean annual return 1.95 0.80     -     -
R-squared* 70.84 78.46     -     -
Standard deviation 14.27 20.74     -     -
Sharpe ratio 1.63 0.46     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Abengoa SA Class B (ABG.P) 4.07%  
Vestas Wind Systems A/S (VWS) 3.49%  
Nordex AG (NRDXF) 2.80%  
EDP - Energias de Portugal SA (ELCPF) 2.78%  
Giga Solar Materials Corp (GISMF) 2.73%  
Enel Green Power SpA (ELPSF) 2.53%  
China High Speed Transmission Equipment Group Co Ltd (CHSTF) 2.51%  
Energy Company of Parana Pfd Shs -B- (CPLE6) 2.43%  
Gamesa Corporacion Tecnologica SA (GAM) 2.21%  
Tesla Motors Inc (TSLA) 2.04%