Pictet - SmartCity R EUR (G7K0)

Overview

Pictet - SmartCity R EUR is an actively managed global equity fund designed to capitalize on long-term urbanization trends. The fund prioritizes the appreciation of invested capital while simultaneously aiming to yield positive environmental and social impacts. By investing primarily in companies that are integral to the development of smarter, sustainable urban environments, the fund covers diverse sectors including mobility and transportation, infrastructure, real estate, and sustainable resource management. It adopts a global investment strategy, extending its reach to emerging markets and Mainland China, with the MSCI AC World (EUR) serving as the benchmark for risk assessment and performance evaluation. Environmental, social, and governance (ESG) factors are integrated throughout the investment approach, focusing on activities that enhance environmental and social objectives, while systematically excluding harmful practices. As classified under Article 8 of the EU Sustainable Finance Disclosure Regulation, this fund represents a targeted investment strategy within the expansive global equity landscape, addressing the transformative dynamics of urban design and operation.

Products and Services

• Global Equity Fund: Pictet - SmartCity R EUR invests in shares of companies worldwide that contribute to or benefit from urban development trends. This focus enables capital growth tied to evolving city infrastructures and enhanced living conditions.
• Thematic Investment Strategy: The fund adopts a thematic investment approach centered on sustainable urbanization. This strategy allows for targeted investments where significant societal and environmental changes are anticipated, especially those aimed at creating smarter cities.
• Risk Monitoring and Performance Comparison: Utilizing the MSCI AC World (EUR) index as a reference point aids in effective risk management and performance measurement. This ensures that the fund's investment decisions are informed and aligned with market expectations.
• ESG Integration: Environmental, social, and governance considerations are deeply embedded within the investment process. This integration guarantees that investment choices not only focus on financial returns but also on fostering a positive social and environmental footprint.
• Global Allocation: The fund allocates capital across various geographies, including emerging markets and regions such as Mainland China, thereby enhancing diversification and exposure to global trends in urbanization.
• Compliance with Sustainable Finance Regulations: As a fund classified under Article 8 of the EU Sustainable Finance Disclosure Regulation, Pictet - SmartCity R EUR is aligned with regulatory frameworks that emphasize sustainable investment practices, ensuring transparency and accountability in its operations.