Pictet-Global Megatrend Selection-P USD

Ranked 352 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Hans Peter Portner

Hans Peter Portner joined Pictet Asset Management in 1997 and is a Senior Investment Manager in charge of the PF-Water Fund and the PF-Utilities Fund. Hans Peter is a specialist for Utilities in the Sector Specialists team. He is also Head of Sector and Theme Funds Unit. He began his investment career in 1992 with UBS Brinson in Basel as Portfolio Manager for international equities, where he managed single country funds and capital preservation funds. In 1997 he joined Pictet Asset Management in Geneva as Senior Investment Manager for international equities, a role he pursued in London from 1999 to 2001. Hans Peter is a Chartered Financial Analyst (CFA) charterholder and holds a Master’s degree in Economics from the University of Bern.

Objective

The Compartment will apply a strategy for capital growth by investing at least two-thirds of its total assets/total wealth in equities or in any other security linked to equities, issued by companies throughout the world (including in emerging countries). The Compartment will invest primarily in securities that may benefit from global megatrends, i.e. long-term market trends resulting from sustainable, secular changes in economic and social factors such as demographics, lifestyle, regulations and the environment.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 352/752 Total Return
  • Rank 528/752 Standard Deviation
  • Rank 539/752 Max Drawdown
Fund Name Currency Risk
526 SWC (LU) Equity Fund Sustainable AT GBP

14.3

526 Mercer Passive Global Equity M-2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

14.3

528 Pictet-Global Megatrend Selection-P USD GBP

14.3

528 JPM Global Unconstrained Equity A Net Acc GBP

14.3

528 Royal London Global Equity Select R Acc GBP

14.3

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.3%
2018 -5.7% -3.0% 6.9% 3.8% -12.3%
2017 17.0% 7.9% 1.8% 2.4% 4.0%
2016 21.3% 1.4% 8.1% 9.1% 1.5%
2015 2.7% 8.8% -4.4% -7.9% 7.1%
2014 11.7% 1.4% 0.4% 2.1% 7.5%
2013 24.6% 16.2% -0.7% 3.5% 4.5%
2012 13.1% 10.1% -2.8% 3.3% 2.2%
2011 -11.3% 2.3% -0.5% -18.0% 6.2%
2010 19.3% 10.4% -8.8% 9.8% 8.0%
2009 22.2% -7.2% 5.8% 17.9% 5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Cash and Cash Equivalents 1.94%
Thermo Fisher Scientific Inc ORD 1.24%
Visa Inc ORD 1.22%
Autodesk Inc ORD 0.88%
PayPal Holdings Inc ORD 0.83%
Ecolab Inc ORD 0.83%
NXP Semiconductors NV ORD 0.75%
Synopsys Inc ORD 0.69%
Alphabet Inc ORD 0.64%
ON Semiconductor Corp ORD 0.63%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Ireland
  11. Liechtenstein
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date31/10/2008
  • Share Class size176Mn
  • Base currencyUSD
  • ISIN LU0386859887

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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