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Pictet-Global Megatrend Selection-P USD

Ranked 232 out of 580 in - Global over 12 months
All calculations are in CHF 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 Switzerland View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% 4.3% 0.9%
2017 22.8% 7.6% 1.2% 6.8% 5.6%
2016 3.2% -5.5% 2.2% 5.5% 1.2%
2015 -2.2% 1.3% -2.5% -7.2% 6.8%
2014 17.5% 1.4% 3.4% 4.3% 7.5%
2013 23.4% 12.2% -0.9% 5.6% 5.1%
2012 15.8% 9.4% -0.1% 5.6% 0.2%
2011 -11.7% 2.8% -8.3% -14.1% 9.0%
2010 4.3% 5.6% -7.9% 4.7% 2.4%
2009 33.3% -1.1% 16.3% 9.2% 6.1%

Month by Month Performance

Returns Vs Risk

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 size211Mn
  • Base currencyUSD
  • ISIN LU0386859887

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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