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Pictet-Global Megatrend Selection-P dy GBP

Ranked 75 out of 308 in - Global Equities over 12 months
All calculations are in GBP

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 sub-fund seeks capital growth by investing at least two-thirds of its total assets in corporate shares in accordance with the investments of Pictet open-ended theme funds, where each theme is, in principle, equal-weighted and rebalanced each month. The investment universe is not restricted to a specific geographical zone.

Performance

Global Equities over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 5.0% 1.5% 0.0% 3.5%
2013 25.0% 16.4% -1.2% 3.7% 4.8%
2012 12.6% 9.5% -2.4% 3.3% 2.0%
2011 -12.2% 1.1% -0.2% -18.0% 6.1%
2010 21.0% 10.2% -8.2% 8.8% 10.0%
2009 23.1% -6.7% 6.5% 17.5% 5.4%
2008 8.6% 8.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/10/2008
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN LU0386899750

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.6%

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