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