As markets move into more positive territory, it has presented the opportunity to increase growth potential in a global space, whilst also seeking to achieve a positive impact either environmentally or socially.

For our clients holding growth assets with us we have switched away from Multi Asset funds such as Trojan and Ruffer and introduced a new holding, Pictet Global Environmental Opportunities.

Established in January 2020, and currently managed by Luciano Diana and his team, their thematic equity strategy approach differs from the traditional regional and global stock portfolios.

In other words, their equity selection is based on turning long term environmental megatrends into viable investment opportunities that are independent of the economic cycle.

By collaborating with experts in academia such as the Copenhagen Institute of Future Studies, their research helps identify where megatrends are most influential against the global economy. An example of this would be robotics and clean energy which are represented throughout their range of thematic funds.

The Global Environmental Opportunities fund provides investors with opportunity to invest in global companies that otherwise would not be available to the retail investor.

Levering their expertise to improve portfolio returns but not at the expense of the planet. 

Contact us for a quote.

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