Pictet - Security HP EUR (LQ80)

Overview

Pictet - Security HP EUR is an actively managed equity fund designed for investors interested in the safety and security solutions sector on a global scale. The fund aims to enhance the value of investor capital while also generating a positive social impact by focusing on businesses that provide security for people, data, and physical assets. Investments are primarily in global equities, tapping into both developed and emerging markets. The fund's scope encompasses various sectors, including security services, IT network security, identification technologies, and physical protection tools that cater to buildings, vehicles, and personal environments. The fund uses the MSCI All Country World Index, hedged to euro, as its benchmark for risk monitoring and performance evaluation, yet it does not aim to replicate this index directly. The portfolio is constructed based on fundamental analysis to pinpoint companies exhibiting strong growth potential at attractive valuations within the security theme. Additionally, the share class is euro-denominated and focuses on accumulating income, making it appealing for investors seeking thematic exposure to the burgeoning global security ecosystem without confining their investments to a specific region or subsegment of security solutions.

Products and Services

• Active Equity Fund Management: The fund employs active management strategies, allowing for dynamic investment decisions based on market conditions and company fundamentals. This approach aims to leverage emerging opportunities in the global security sector.
• Global Equity Investments: The fund primarily invests in equities from both developed markets and emerging economies, providing a diversified exposure to a wide array of security-related companies worldwide.
• Thematic Investment Focus: Pictet - Security HP EUR centers its investments around a specific theme—safety and security solutions—enabling investors to focus on sectors that are increasingly vital in today’s world.
• Fundamental Analysis Framework: The investment thesis is backed by thorough fundamental analysis to identify companies with robust growth prospects at reasonable valuations, ensuring potential profitability and sustainability.
• Income Accumulation: The euro-denominated share class accumulates income, appealing to investors who prefer to reinvest earnings rather than receiving distributions, enhancing long-term capital growth.
• Social Impact Orientation: By investing in businesses that promote safety and security for individuals and assets, the fund aims not only for financial gains but also aims to foster a positive social impact.