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the latest analysis of green and ethical investment


Pictet Environmental Megatrend Selection

Worldwise summary

  • A global, Multi-Thematic fund with the themes of: Water, Clean Energy, Timber and Agriculture
  • The weightings are 1/3 water, 1/3 Clean energy, 1/6 Timber and 1/6 Agriculture
  • Invests in around 200 stocks our of around 830 in its investment universe
  • Pictet use a Swiss company, Ethos, for their engagement policies with companies they invest in

Fund summary

The Pictet-Environmental Megatrend Selection fund is a concentrated selection from Pictet’s successful range of environmental themes: Water, Clean Energy, Timber and Agriculture. The portfolio applies widely accepted environmental, social and corporate governance criteria (‘ESG’).


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Fund objectives

The sub-fund seeks capital growth by investing at least two-thirds of its total assets in corporate shares in accordance with the investments of Pictet open-ended environmental theme funds. Each theme is subject to strategically fixed weights and rebalanced each month. The investment universe is not restricted to a specific geographical zone.

Management

Philippe Rohner - Fund Manager

Philippe Rohner joined Pictet Asset Management having originally joined Pictet & Cie in 1998 as an equity analyst with responsibility for the Swiss Chemicals sector. He is a Senior Investment Manager in the Sector and Theme Funds unit. Before joining Pictet, he worked in the oil & gas industry and then in the chemical industry with Texaco and Ciba-Geigy respectively. Philippe holds a PhD in Industrial and Applied Chemistry from the Swiss Federal Institute of Technology, and an MBA specialising in Finance from the University of Strathclyde


Ethical screens and 'informal screens'

This fund has 2 full or informal screens applied:

Armaments
Tobacco

To find out more about ethical screens, click here.

This funds excludes companies on the Government Pension Fund of Norway's blacklist. Given the thematic nature of the fund it is unlikely that these screens impact on stock selection. The Norwegian pension fund exclusions include Tobacco, munitions companies, companies involved in environmental damage and those which contravene human rights. The fund do not have specific stock checking in relation to activities and thus there can be limited guarantees that all activities avoid these issues. One stock which is impacted in this fund would be Potash Corporation of Saskatchewan.

Top Ten holdings

  • Suez environnement co
    1.44%
  • Borg-warner inc
    1.43%
  • Danaher corp
    1.38%
  • Xylem inc
    1.28%
  • Pennon group
    1.27%
  • Veolia environnement
    1.22%
  • American water works co inc
    1.22%
  • Mastec inc
    1.22%
  • Delphi automotive plc
    1.11%
  • Rockwell automation inc,
    1.08%

What are the risks?

Some of the information on this page and other related pages is provided to you for your information and is received from the Fund Management Company administering this fund. Worldwise Investor accepts no liability for the reliability or accuracy of the data provided by third parties. Read more about our data sources in our Terms & Conditions. Some performance differences between the fund and the benchmark may arise because the fund performance is calculated at a different valuation point from the benchmark.


Fund Performance

Further information

Website: www.pictetfunds.com

Contact number: +41 (0)58 323 3000

Factsheet: click here (PDF)

Latest fund news

Key facts

Theme: Multi-thematic

Asset class: Equity

Launch date: 10 September 2010


Type Yield 1yr TRR TER Theme Facts Mgr Fav

Sector breakdown

Regional breakdown


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