Pictet-Global Megatrend Selection Z USDRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 23.1 | 13.4 | -15.5 | 15.9 | 5.6 | |
+/-Cat | 8.8 | -1.7 | -5.7 | 6.4 | 3.1 | |
+/-B’mrk | 10.6 | -5.6 | -7.4 | 1.2 | 0.3 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl All Cap TME... |
Key Stats | ||
NAV 27/03/2024 | USD 525.74 | |
Day Change | -0.19% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | LU0386869092 | |
Fund Size (Mil) 27/03/2024 | USD 12739.15 | |
Share Class Size (Mil) 27/03/2024 | USD 86.98 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 21/03/2024 | 0.11% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
Pictet-Global Megatrend Selection benefits from Pictet's long-standing heritage in thematic investing. We think its broader team is well-staffed, but it has seen more changes in recent years than we like. Beneficial to this multistrategy fund is... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Pictet-Global Megatrend Selection Z USD |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Hans Portner 31/10/2008 | ||
Inception Date 31/10/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Pictet-Global Megatrend Selection Z USD | 29/02/2024 |
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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 Z USD |