Pictet-Timber Z USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 22.3 | 23.5 | -6.7 | 11.2 | 4.9 | |
+/-Cat | 10.5 | 6.0 | -16.3 | 14.7 | 3.0 | |
+/-B’mrk | 24.0 | -4.0 | -36.7 | 18.1 | 3.5 | |
Category: Sector Equity Natural Resources | ||||||
Category Benchmark: Morningstar Gbl Upstm Nat R... |
Key Stats | ||
NAV 24/04/2024 | USD 318.03 | |
Day Change | 0.25% | |
Morningstar Category™ | Sector Equity Natural Resources | |
ISIN | LU0434580600 | |
Fund Size (Mil) 24/04/2024 | USD 940.50 | |
Share Class Size (Mil) 24/04/2024 | USD 2.38 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/04/2024 | 0.12% |
Investment Objective: Pictet-Timber Z USD |
This Compartment applies a capital growth strategy by investing at least two-thirds of its total assets / total wealth in in equities, or in any other transferable security linked to or similar to equities issued by companies throughout the world. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Christoph Butz 29/09/2008 | ||
Mikael Jafs 15/08/2019 | ||
Inception Date 19/02/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Upstm Nat Res NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Pictet-Timber Z USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Weyerhaeuser Co | Real Estate | 6.32 |
Rayonier Inc | Real Estate | 5.60 |
PotlatchDeltic Corp | Real Estate | 4.55 |
West Fraser Timber Co.Ltd | Basic Materials | 4.54 |
Suzano SA | Basic Materials | 4.06 |
Increase Decrease New since last portfolio | ||
Pictet-Timber Z USD |