choose long-term topics

Coordinator Loic Grasset

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Presentation of three investment funds to increase your money over time. Strategies to take advantage of the structural growth of listed companies in healthcare, digital technology, robotics or clean energy, which can be very lucrative.

Pictet-global Megatrend Selection: wide diversification

These investments provide access to “megatrends”, those economic, technological, demographic and environmental changes that shake our daily lives. These funds are overrepresented in so-called “growth” stocks, and in companies of traditional sectors: finance, oil, raw materials, etc. In the short run, the outlook for rising central bank interest rates is less favorable. But “historically, this approach has resulted in lower volatility and risk than global indices compared to global indices, as well as more attractive profit expectations,” said Karen Harmandarian, president and chief investment officer. AM topics.

CPR Invest Megatrends: Tactical Adjustments

A pioneer in thematic management in the 1990s, Pictet Asset Management combined all its experience (health, digital technology, robotics, clean energy, prestigious brands, etc.) into a single international equity fund, a leader capable of creating more powerful growth. than the economy as a whole. “In the long run, stock market indicators correspond to economic indicators. Since its inception, Pictet-Global Megatrend Selection has been ahead of its benchmark index by 0.64% per year, ”said Hervé Tiard, Managing Director of Pictet AM France & Benelux. To do this, managers made a very diversified basket (500 lines), relying on managers responsible for the selection of securities, surrounded by advisory committees, which include scientists and former entrepreneurs who worked on topics worked on by the management company. “Each topic has its own characteristics and is very detached from the economic situation,” said Herve Tiaret. During an economic upswing, the topic of secular trends may lag behind the market, but during a downturn, it will work better. »

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Pictet-Global Megatrend Selection ISIN code: LU0386882277

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CPR Invest Megatrends: Tactical Adjustments

CPR Invest Megatrends, managed by CPR AM, a subsidiary of Amundi (Crédit Agricole Group), specializes in the management of thematic funds, CPR Invest Megatrends is a fund of equity funds: it is a choice of own funds from 12 to 20 to cover long-term potential growth of structural changes. “The process of building a portfolio takes place in two stages. The first is to identify the most promising trends for the next three years, as a result of which the strategic allocation is revised each year, explains Wafa Ahmadi, director of thematic equity management CPR AM. The second weight indicators of strategic distribution decided to better meet market requirements; he tactfully positions the fund taking into account market cycles for the next six months, according to our managers. This method aims to adapt the portfolio to short-term market conditions in order to increase or maintain its effectiveness, while benefiting from the long-term growth of selected stocks.

ISIN CPR code Invest Megatrends: LU1734693812

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Thematic metafund: judgment management

Thematics AM, a management company supported by Natixis IM (BPCE Group), manages five thematic equity funds (security, artificial intelligence and robotics, water, subscription economics and welfare) without capitalizing on geographical, sectoral or size constraints, seeking to favor small and medium-cap, which is expected to grow faster than the market. “For each fund, we have identified an investment world of 200 to 300 securities, which are likely to differ significantly in terms of volatility and drawdown. [écart entre le point haut et le plus bas en Bourse, NDLR], in which we form a concentrated portfolio of 40-50 convictions, “said Karen Harmandaryan, President and Chief Investment Officer of Thematics AM. The management company gives you the opportunity to invest in all your favorite topics within its multi-theme fund called Meta. “The fund offers an equally balanced impact on each of the topics through investments in real securities to avoid cost savings,” the president continued. The portfolio is rebalanced by 20% every month. The fund offers investors who are convinced of the benefits of thematic management a more diversified palette of business sectors and geographical areas than each of the individual strategies. »

ISIN code Thematics Meta Fund: LU1951202693