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Pictet-Global Megatrend Selection-P USD

Ranked 329 out of 548 in - Global Equities 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 subfund will pursue a strategy of capital growth by investing at least two thirds of its total assets in equities of companies that can benefit from global megatrends, i.e. market trends resulting from sustainable and secular changes in economic and social factors. The investment universe is not limited to a specific geographical area.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equities over : 31/12/2014 - 31/12/2015
  • Rank 329/548 Total Return
  • Rank 283/548 Standard Deviation
  • Rank 336/548 Max Drawdown
Fund Name Currency Loss
334 Schroder ISF Global Equity Alpha A Acc GBP

-11.9%

335 AXA WF Framlington Global I D GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.9%

336 Pictet-Global Megatrend Selection-P USD GBP

-11.9%

337 Danske Invest Global Stockpicking A GBP

-11.9%

337 KBI Institutional Developed Equity EUR A GBP

-11.9%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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

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 size172Mn
  • 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).