Pictet-Family I GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.06%
  • IA SectorGlobal
  • Manager GroupPictet
  • DomicileLuxembourg
  • ISINLU0990124041

Investment Strategy

This Compartment aims to enable investors to benefit from the growth in companies globally (including in emerging markets), by mainly investing in equities with a family or founder ownership. The Compartment may invest in any country (including emerging countries), in any economic sector and in any currency. However, depending on market conditions, the investments may be focused on one country or on a limited number of countries and/or one economic activity sector and/or one currency. The investment process integrates ESG factors based on proprietary and third-party research to evaluate investment risks and opportunities. The proportion of the Compartment’s portfolio subject to ESG analysis is at least 90% of the net assets or number of issuers. When selecting investments, the Compartment adopts a tilted approach which seeks to increase the weight of securities with low sustainability risks and/or to decrease the weight of securities with high sustainability risks.

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