Pictet Global Defensive Equities P USD

Ranked 112 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Laurent Nguyen

Objective

This compartment aims to enable investors to benefit from growth in the worldwide equity market (including in emerging countries). This compartment will invest primarily in shares and similar securities of companies that the manager considers to be of superior quality in terms of soundness and financial stability.

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 9.0%
2018 -1.8% -6.2% 6.2% 7.3% -8.1%
2017 9.0% 5.1% -0.7% -0.1% 4.5%
2016 30.5% 5.7% 9.9% 5.7% 6.2%
2015 4.1% 5.3% -6.6% -1.5% 7.5%
2014 14.8% 1.0% 3.1% 2.1% 8.0%
2013 20.6% 17.6% 0.4% -1.4% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Cisco Systems Inc ORD 1.65%
Eaton Corporation PLC ORD 1.62%
Altria Group Inc ORD 1.61%
eBay Inc ORD 1.61%
Travelers Companies Inc ORD 1.56%
Procter & Gamble Co ORD 1.56%
Mondelez International Inc ORD 1.55%
Roche Holding AG Par 1.53%
Merck & Co Inc ORD 1.52%
Allstate Corp ORD 1.50%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date30/11/2012
  • Share Class size25Mn
  • Base currencyUnits
  • ISIN LU0845339638

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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