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’).

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

American water works co inc
1.74%
Danaher corp
1.42%
Itc hldgs corp
1.40%
Suez environnement co
1.23%
Bm&f bovespa sa bolsa de valores me
1.15%
Clean harbors inc
1.15%
Pennon group
1.13%
Aqua america inc
1.13%
Praxair inc
1.10%
Rayonier inc,
1.09%

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.

Get investment advice

Speak to a specialist adviser for help in choosing the right green or ethical investment.

Request contact

or call 020 7812 1460

Fund Performance

Further information

Website: www.pictetfunds.com

Contact number: +41 (0)58 323 3000

Factsheet: click here (PDF)

Latest fund news

news Pictet Global Megatrend Selection - one for the future?

By Mark Hoskin on 17 February 2012 Fund News

blogs It is all about demographics, not ageing

By Mark Hoskin on 19 September 2012 Thematic Blog

news Interview with Philippe Rohner (Senior Investment Manager at Pictet)

By Arabella Murphy on 24 April 2012

In the Press

Pictet win SRI/ESG Manager of the Year 2012 at the UK Pensions Awards
on 14 May 2012

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

The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.