CPR Invest - Megatrends - I - Acc

Ranked 384 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The investment objective is to outperform global equity markets over a long-term period (minimum of five years) by investing in equity funds or equities that benefit from global thematic trends. To achieve this, the investment strategy of the Compartment aims to select equity funds or equities which will benefit from economic, social, demographic, technological, regulatory or environmental structural shifts. The Compartment uses a mix of a top-down (thematic allocation) and a bottom-up approach. The Compartment is invested up to 100% of its assets in units or shares in UCIs. The Compartment is invested for at least 75% of its assets in equity funds or equities of any country (including emerging markets within a maximum of 25% of its assets) without constraints of capitalization

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.4%
2018 -6.1% -4.7% 8.3% 4.3% -12.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Finland
  5. France
  6. Luxembourg
  7. Netherlands
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date15/12/2017
  • Share Class size01Mn
  • Base currencyUnits
  • ISIN LU1734694208

Purchase Info

  • Min. initial investment1

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).