Pictet - Global Environmental Opportunities I dy GBP

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
Pictet - Global Environmental Opportunities I dy GBP
Fund-11.934.530.818.8-10.7
+/-Cat-1.211.01.93.8-1.4
+/-B’mrk-8.112.818.1-0.8-5.8
 
Key Stats
NAV
10/08/2022
 GBP 288.65
Day Change 0.97%
Morningstar Category™ Sector Equity Ecology
IA (formerly IMA) Sector Global
ISIN LU0503632878
Fund Size (Mil)
10/08/2022
 EUR 8444.41
Share Class Size (Mil)
10/08/2022
 GBP 461.00
Max Initial Charge 5.00%
Ongoing Charge
29/07/2022
  1.11%
Morningstar Research
Analyst Report

Pictet-Global Environmental Opportunities is managed by a four-member team that is adequately staffed and can leverage several sources of support. The approach is based on a very structured and proven process that is applied at all strategies...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: Pictet - Global Environmental Opportunities I dy GBP
The Compartment applies a capital growth strategy, by investing principally in equities, or in any other transferable security linked to or similar to equities (including structured products as described below), issued by companies throughout the world (including emerging countries). This Compartment also applies a sustainable strategy which aims to achieve a positive environmental impact by investing mainly in companies with a low environmental footprint that contribute to solving global environmental challenges by providing products & services in the environmental value chain. These products and services are needed to support the transition towards a lower carbon economy, a circular economy model, monitor and prevent pollution or for example protect scarce resources such as water.
Returns
Trailing Returns (GBP)10/08/2022
YTD-10.63
3 Years Annualised12.70
5 Years Annualised11.80
10 Years Annualised13.48
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Gabriel Micheli
26/08/2014
Luciano Diana
26/08/2014
Click here to see others
Inception Date
12/07/2011
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR EURMSCI ACWI NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Pictet - Global Environmental Opportunities I dy GBP30/06/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.370.0097.37
Bond0.551.02-0.47
Property0.000.000.00
Cash3.840.743.09
Other0.000.000.00
Top 5 Regions%
United States63.91
Eurozone16.31
Europe - ex Euro8.51
Canada6.07
Japan5.20
Top 5 Sectors%
Industrials31.84
Technology28.75
Healthcare11.22
Consumer Cyclical10.49
Basic Materials8.08
Top 5 HoldingsSector%
Republic Services IncIndustrialsIndustrials4.87
American Water Works Co IncUtilitiesUtilities4.36
Thermo Fisher Scientific IncHealthcareHealthcare4.10
Agilent Technologies IncHealthcareHealthcare3.75
Waste Connections IncIndustrialsIndustrials3.44
Pictet - Global Environmental Opportunities I dy GBP

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)