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LUX IM Pictet Future Trends DL Cap EUR

Ranked 89 out of 133 in - Long/Short Equity over 36 months
All calculations are in EUR unless stated

Objective

The Fund mainly invests in stocks of companies which benefit from global long term market themes without any limitation in terms of geographic, industry and currency allocation. These themes are the result of so-called Future Trends, which are secular changes in economic and social factors worldwide such as demography, lifestyle, regulations or the environment.

Showing fund performance in Poland View performance globally

Performance

Long/Short Equity over : 30/09/2015 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% 3.6% 1.2%
2017 3.8% 3.1% 0.8% 2.6% -2.6%
2016 -11.0% -7.0% -7.9% 1.2% 2.7%
2015 -1.8% 4.1% -3.4% -3.7% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg

Fund Info

  • Launch date24/11/2014
  • Share Class size43Mn
  • Base currencyEUR
  • ISIN LU1130035709

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management2.20%

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