Pictet-Global Megatrend Selection P CHFRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.6 | 12.0 | -17.6 | 13.6 | 5.5 | |
+/-Cat | 6.3 | -3.0 | -7.7 | 4.1 | 3.0 | |
+/-B’mrk | 8.1 | -7.0 | -9.5 | -1.1 | 0.3 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl All Cap TME... |
Key Stats | ||
NAV 28/03/2024 | CHF 360.86 | |
Day Change | 0.80% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | LU0386891260 | |
Fund Size (Mil) 28/03/2024 | USD 12812.21 | |
Share Class Size (Mil) 27/03/2024 | CHF 76.84 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 21/03/2024 | 2.00% |
Morningstar Research |
Analyst Report | 20/02/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Four departures and several other changes in Pictet’s thematic equity team bring stability to the attention of investors. Although recent turnover bears watching, we note that the team has been considerably strengthened in recent years. This... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Pictet-Global Megatrend Selection P CHF |
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). |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Hans Portner 31/10/2008 | ||
Inception Date 31/10/2008 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl All Cap TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Pictet-Global Megatrend Selection P CHF | 29/02/2024 |
|
|
Top 5 Holdings | Sector | % |
Thermo Fisher Scientific Inc | Healthcare | 1.45 |
Ecolab Inc | Basic Materials | 1.26 |
NVIDIA Corp | Technology | 1.24 |
Pictet-Short-Term Money Market U... | 1.17 | |
NXP Semiconductors NV | Technology | 1.00 |
Increase Decrease New since last portfolio | ||
Pictet-Global Megatrend Selection P CHF |