Pictet-Global Megatrend Selection HP EURRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 29.3 | 2.1 | -24.8 | 14.5 | 3.3 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 22/11/2024 | EUR 227.25 | |
Day Change | 1.17% | |
Morningstar Category™ | Other Equity | |
ISIN | LU0474970190 | |
Fund Size (Mil) 22/11/2024 | USD 11964.18 | |
Share Class Size (Mil) 22/11/2024 | EUR 160.99 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/04/2024 | 2.05% |
Investment Objective: Pictet-Global Megatrend Selection HP EUR |
To increase the value of your investment while seeking to achieve a positive environmental and social impact. The Fund invests at least two-thirds of its net assets in securities that may benefit from global megatrends, i.e., long-term market trends resulting from secular changes in economic, social and environmental factors such as demographics, lifestyle or regulations. The Fund invests mainly in companies whose significant proportion of their activities (as measured by turnover, enterprise value, earning before interests and taxes, or similar metrics) are related to, but not limited to products and services supporting the energy transition, circular economy, energy efficiency, water quality and supply, sustainable forestry, sustainable cities, nutrition, human health and therapeutics, personal self-fulfilment and security. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Hans Portner 31/10/2008 | ||
Inception Date 09/06/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Pictet-Global Megatrend Selection HP EUR | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Pictet-Sovereign Short-Term MM U... | 1.78 | |
Taiwan Semiconductor Manufacturi... | Technology | 1.25 |
Thermo Fisher Scientific Inc | Healthcare | 1.23 |
Ecolab Inc | Basic Materials | 1.18 |
Alphabet Inc Class A | Communication Services | 1.09 |
Increase Decrease New since last portfolio | ||
Pictet-Global Megatrend Selection HP EUR |