Pictet - Global Environmental Opportunities P EURRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 29.4 | 18.2 | -16.3 | 12.3 | 5.9 | |
+/-Cat | 0.5 | 3.1 | -3.3 | 7.4 | 0.6 | |
+/-B’mrk | 17.2 | -1.5 | -8.5 | -3.0 | -3.1 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 25/06/2024 | EUR 359.77 | |
Day Change | -0.34% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU0503631714 | |
Fund Size (Mil) 25/06/2024 | EUR 7653.89 | |
Share Class Size (Mil) 25/06/2024 | EUR 749.50 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 17/06/2024 | 2.00% |
Morningstar Research |
Analyst Report | 06/07/2023 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Pictet-Global Environmental Opportunities is managed by a four-member team that is adequately staffed and can leverage several sources of support. The approach is based on a very structured and proven process that is applied at all strategies... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Pictet - Global Environmental Opportunities P EUR |
To increase the value of your investment while seeking to achieve a positive environmental and / or social impact. The Fund applies a sustainable strategy and invests mainly in equities, or in any other transferable securities linked to or similar to equities. The Fund invests mainly in companies with a low environmental footprint that contribute to solving global environmental challenges by providing products & services in the environmental value chain. These products and services are needed to support the transition towards a lower carbon economy, a circular economy model, monitor and prevent pollution or for example protect scarce resources such as water. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Gabriel Micheli 26/08/2014 | ||
Luciano Diana 26/08/2014 | ||
Click here to see others | ||
Inception Date 10/09/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Pictet - Global Environmental Opportunities P EUR | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Republic Services Inc | Industrials | 4.57 |
Waste Connections Inc | Industrials | 4.05 |
Synopsys Inc | Technology | 4.03 |
Eaton Corp PLC | Industrials | 3.96 |
Xylem Inc | Industrials | 3.83 |
Increase Decrease New since last portfolio | ||
Pictet - Global Environmental Opportunities P EUR |