Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Pictet - Global Environmental Opportunities-P EUR

Ranked 19 out of 36 in - Global Themes over 12 months
All calculations are in EUR unless stated

Managed by

Luciano Diana

Luciano Diana joined Pictet Asset Management in March 2009, where he is a senior investment manager running the Pictet-Clean Energy Fund. In 1998 he began his career at Accenture as an IT strategy consultant, and before joining Pictet he spent four years at Morgan Stanley as head of the clean energy research team on the sell-side. Mr Diana earned his engineering degree at University of Padua in Italy and has an MBA from INSEAD. Outside of fund management he enjoys sports like soccer and skiing.

Simon Gottelier

Simon Gottelier became a portfolio manager at Impax Asset Management in April 2004 where he runs global equities with a GARP investment style. Simon runs the BNP Paribas Aqua fund, a mid and small cap global equity portfolio. Prior to joining Impax, Simon worked at Veolia UK, Deutsche Bank and NM Rothschild where he started his career in 1998. Now based in London, he studied modern languages at the University of Bristol. In his spare time he enjoys golf, rugby and running.

Gabriel Micheli

Gabriel Micheli graduated from the University of St. Gallen with a degree in economics. He joined Pictet Asset Management in 2006 where he is currently an investment manager in the sector & theme funds team where he manages the Pictet Timber Fund. Gabriel holds the Chartered Financial Analyst (CFA) designation.

Objective

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). It will invest mainly in securities issued by companies active throughout the environmental value chain, for example in agriculture, forestry, clean energy and water.

Showing fund performance in Netherlands View performance globally

Performance

Global Themes over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 2.1%
2017 15.9% 8.6% 0.5% 2.8% 3.3%
2016 5.8% -4.0% 3.8% 5.3% 0.9%
2015 10.2% 16.0% -2.7% -10.3% 8.8%
2014 16.2% 1.7% 4.1% 0.8% 8.8%
2013 17.7% 11.6% -5.0% 4.7% 6.0%
2012 11.4% 7.9% -1.3% 2.7% 1.9%
2011 -12.4% 0.1% -6.6% -14.5% 9.6%
2010 9.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2018

Top 10 Holdings

Stock Size
WestRock Co ORD 3.34%
Aptiv PLC ORD 3.33%
Thermo Fisher Scientific Inc ORD 3.18%
Legrand SA ORD 3.13%
ASML Holding NV ORD 3.12%
Applied Materials Inc ORD 3.06%
Kion Group AG ORD 2.75%
Mondi PLC ORD 2.72%
Xylem Inc ORD 2.65%
Smurfit Kappa Group PLC ORD 2.64%
31/03/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Italy
  10. Liechtenstein
  11. Luxembourg
  12. Macau
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date10/09/2010
  • Share Class size35Mn
  • Base currencyEUR
  • ISIN LU0503631714

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.60%

Related News

Pictet overhauls thematics team as four senior PMs exit

(Updated) New managers assigned to Pictet-Water and Pictet-Digital funds while veteran and AAA-rated PM step back.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).