Pictet-Global Megatrend Selection Z USDRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 23.1 | 13.4 | -15.5 | 15.9 | 7.5 | |
+/-Cat | 8.8 | -1.7 | -5.7 | 6.4 | 1.3 | |
+/-B’mrk | 10.6 | -5.6 | -7.4 | 1.2 | -4.2 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 27/09/2024 | USD 559.75 | |
Day Change | 0.24% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | LU0386869092 | |
Fund Size (Mil) 27/09/2024 | USD 12458.34 | |
Share Class Size (Mil) 27/09/2024 | USD 76.61 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/04/2024 | 0.11% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
Pictet-Global Megatrend Selection benefits from Pictet's long-standing heritage in thematic investing. We think its broader team is well-staffed, but it has seen more changes in recent years than we like. Beneficial to this multistrategy fund is... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Pictet-Global Megatrend Selection Z USD |
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 31/10/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Pictet-Global Megatrend Selection Z USD | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Thermo Fisher Scientific Inc | Healthcare | 1.43 |
Ecolab Inc | Basic Materials | 1.21 |
Pictet-Sovereign Short-Term MM U... | 1.13 | |
Taiwan Semiconductor Manufacturi... | Technology | 1.07 |
NXP Semiconductors NV | Technology | 1.03 |
Increase Decrease New since last portfolio | ||
Pictet-Global Megatrend Selection Z USD |