Fund Insights Directory 2016 | Page 60

PICTET - DIGITAL COMMUNICATION The fund seeks capital growth by investing in companies that are benefiting from technology proliferation and digital innovation that disrupts established business models. Sylvie Séjournet Senior investment manager Why the fund is different The fund invests globally across industries in fast-growing companies profiting from this digital transition. Unlike typical TMT funds, it focuses on interactive and innovative business models such as online advertising and mobile-commerce and avoids cyclical and capex-dependent businesses hit by declining volume and pricing power such as semiconductor manufacturers. Sylvie Séjournet, the lead manager, has 19 years of related experience and won the AQ Award as the best mid-cap analyst. Sales contacts Morningstar rating: Fund size: $690m* Domicile: Luxembourg Lawrence Tse Senior vice president +852 3191 1861 [email protected] Audrey Wong Vice president Performance Sector (TMT) +65 6306 3865 [email protected] Source: FE *as of 29 Feb ’16 1 year 3 year 5 year +1.46% -2.79% +43.96% +50.26% +30.26% +31.93% PICTET - WATER The fund seeks capital growth by investing in companies that improve water infrastructure and those that develop new products and services that help in overcoming global water scarcity. Why the fund is different This fund invests across the water industry globally, with a focus on water technology, water supply and treatment as well as environmental service companies. The benchmark-agnostic portfolio combines defensive utilities companies with growth-oriented industrials, and has outperformed global equities in 13 out of the past 16 calendar years. It was launched in 2000 and has over €3bn in assets. Arnaud Bisschop Senior investment manager Sales contacts Lawrence Tse Senior vice president +852 3191 1861 [email protected] 58 Audrey Wong Vice president Performance Sector (Natural resources) +65 6306 3865 [email protected] Source: FE *as of 29 Feb ’16 Fund Selector Asia Fund Insights Directory 2016 Morningstar rating: Fund size: $3.28bn* Domicile: Luxembourg For professional investors only 1 year 3 year 5 year +1.75% -15.39% +16.46% -26.82% +33.02% -40.92% www.fundselectorasia.com