Pictet thematic equities team
Located in Geneva, Switzerland, the Pictet thematic equities team is a pioneer in thematic equities. Having started over 25 years ago, they’re now responsible for over US$63 billion in assets under management,* with a team of over 70 investment professionals across 17 strategies.
The thematic equities difference
- Megatrends—Large, social, economic, political, environmental, or technological changes representing seismic shifts are targeted for their long-term investment opportunities.
- Pioneers in thematic investing—For over 25 years, Pictet Asset Management has been researching, developing, and investing in global thematic opportunities.
- A high-conviction fund that doesn’t look like the benchmark—An unconstrained, actively managed, and focused approach adds diversification within a global equity allocation through a universe beyond standard global indexes.
Get to know the Pictet thematic equities team
The thematic philosophy and process they developed open up a different, broader investment universe that lends itself exceptionally well to active management and helps avoid many of the pitfalls of the traditional regional/sector-based approach to investing in global equities.
The team’s strategies aim to identify the companies that will succeed in the future by focusing on the structural forces shaping our world: megatrends. When these megatrends intersect, powerful investment strategies can be developed.
The fund managers follow a rigorous bottom-up approach to identify the very best thematic stocks from across Pictet’s single theme teams, including: security, nutrition, water, robotics, clean energy, digital, biotech, environmental, health, premium brands, timber, and SmartCity.
Megatrends are long-term forces that will have a large impact on the world we live in.
Important disclosure
For illustration purposes only.
Meet the managers behind the fund
Investment process
Investing in global equities using a thematic approach is very different from traditional investment styles. Pictet’s thematic equities team identifies themes underpinned by secular trends set to structurally change the way we live, society operates, or how business is done. They devise focused thematic strategies and create investment universes they believe have the potential to outperform global equity indexes because of their potential to offer long-term sustainable investment returns based on predictable value drivers.
Constructing a focused thematic strategy at the intersection of a number of megatrends, as the examples show, allows Pictet’s actively managed thematic strategies to seek a compelling risk-adjusted return over the long run. The more megatrends at play in any area, the more compelling the investment theme becomes.
What’s more, their strategies typically focus on companies providing solutions to global challenges and aim to deliver better outcomes not just for investors, but for everyone globally.
- Concentrated thematic universes
- Seeking businesses with high thematic purity
- Focused companies versus conglomerates
The Pictet advantage lies in their forward-thinking expertise in identifying the coming seismic shifts of the world and the stocks they believe are most likely to be the winners of tomorrow.
Learn more about Global Thematic Opportunities Fund
Important disclosure
Portfolio managers may use some or all of the techniques described. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Characteristics, guidelines, and constraints are for illustrative purposes only. They may change at any time and may differ for a specific account.
Funds/pools managed
We identify themes that are underpinned by multiple megatrends – confident that in these themes we can find long-term future winners in the global stock market.
Important disclosure
* As of October, 2023.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts as well as the prospectus of the mutual funds before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife Investment Management is a trade name of Manulife Investment Management Limited. Manulife, Stylized M Design, and Manulife Investment Management & Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and its affiliates under license.
Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Returns shown are after the MER has been deducted. Performance histories are not indicative of future performance. For information on guarantees, fees and expenses that may apply to segregated funds, please read the Information Folder, Contract and Fund Facts of the segregated funds. The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company.
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