Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

13796

Pictet-Global Megatrends Selection fund outperforms benchmark over five years

RELATED TOPICS​

The Pictet-Global Megatrend Selection fund has marked its five year anniversary with continued outperformance of its benchmark. 

As at 31 October 2013, the Pictet-Global Megatrends Selection had returned 91.77 per cent in Euros since inception net of fees, ahead of a 74.43 per cent Euros gain in the MSCI World Index.   
 
The Pictet-Global Megatrend Selection fund invests on an equally-weighted basis in the underlying portfolios of Pictet’s nine existing thematic funds: water, timber, clean energy, security, biotech, digital communications, agriculture, generics and premium brands. Pictet has identified these as persistent, secular changes in structural factors (such as demographics, lifestyle, regulation, and the environment) which have the potential for long-term growth, irrespective of short-term or speculative fluctuation.
 
Portfolio manager Hans-Peter Portner says: “Thematic investing rewards investors with a long-term investment horizon because it seeks to capitalise on the secular trends influencing our world. It looks beyond volatile and unpredictable swings in the economic cycle.”  
 
Renaud de Planta, partner and chief executive of Pictet Asset Management, adds: “Thematic investing is a strategy for the future. Since the beginning of the global financial crisis, the rise in correlations between regional equity markets has diminished the benefits of cross-regional diversification. By adopting a global thematic approach that ignores the constraints of benchmarks, investors can diversify the sources of risk and return, leading to long-term outperformance.”
 
The Luxembourg-domiciled fund is available in various share classes in GBP, USD and EUR with daily dealing and is marketed to institutional and HNW investors and their advisers across the UK and continental Europe. 

Latest News

MSCI has launched MSCI AI Portfolio Insights, writing that it combines generative artificial intelligence “GenAI”..
The Capgemini Research Institute’s World Wealth Report 2024, published today, reveals the number of high-net-worth..
New research from cloud security firm Zscaler reports a disconnect between European company confidence in..

Related Articles

Waves
A joint statement from BNP Paribas Asset Management, Federated Hermes Limited, Mirova, Robeco and Storebrand Asset Management has been published, entitled The urgent need for better ocean-related data to make informed investment decisions...
A joint statement from BNP Paribas Asset Management, Federated Hermes Limited, Mirova, Robeco and Storebrand Asset Management has been published,..
Frozen soap bubble
From the end of this month, the UK’s Sustainability Disclosure Requirements (SDR) regime comes into force which the Financial Conduct Authority says has a simple aim: “Financial products that are marketed as sustainable should do as they claim and have the evidence to back it up.”..
From the end of this month, the UK’s Sustainability Disclosure Requirements (SDR) regime comes into force which the Financial Conduct..
Global ESG Investing
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of climate change and ESG factors in state policymaking...
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of..
Trends
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100 million deals announced this month alone...
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by