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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Clean Energy Transition: holdings, performance and fees
1Y return+35.7%
3Y return+61.8%
5Y return+57.4%
OCF (ongoing charge)1.99%
Top 10 holdings
| Holding | Weight |
|---|---|
| BROADCOM INC | 7.1% |
| ASML HOLDING NV | 4.3% |
| IBERDROLA SA | 4.2% |
| MARVELL TECHNOLOGY INC | 4.2% |
| CIE DE SAINT-GOBAIN SA | 3.8% |
| DELTA ELECTRONICS, INC. | 3.7% |
| XCEL ENERGY INC. | 3.7% |
| ASIA VITAL COMPONENTS CO. LTD. | 3.7% |
| INFINEON TECHNOLOGIES AG | 3.6% |
| APPLIED MATERIALS, INC. | 3.4% |
Top sectors
- Energy100.0%
Top countries
- International100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN