FUNDS - Pictet-Ethos(CH)-Swiss Sustainable Equities -P
Last update on: 24/10/2016

Pictet-Ethos(CH)-Swiss Sustainable Equities -P

Investment Trusts
Pictet Funds S.A.
Asset Manager
Pictet Asset Management

Fund data (Equity Fund)

Fund size

(as of 30/09/2016)

133.30 mil. CHF
Share class size

(as of 30/09/2016)

54.68 mil. CHF
ISIN CH0008897636
Fund price (as of 24/10/2016)
Offer n.s.
Bid 142.11 Schweizer Franken

Growth (as of 24/10/2016) *

10 Years 82.00 %
5 Years 97.23 %
3 Years 36.02 %
1 Year -1.95 %
Current year -1.50 %
Benchmark Swiss Performance

* in Euro (€)

Master data of Funds
Launch date 08/09/1999
Available in CH, LI
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment Achieving an above average performance by investing in Swiss stocks of companies, which are strongly committed to sustainability.
Investment strategy Investment in Swiss companies which follow sustainable management principles. For a given tracking error of 3% the sustainability is maximized consequently.
Investment process The investment process is a strictly risk-controlled, quantitative investment procedure. The sustainability of the portfolio is for a given risk to the benchmark optimised by means of the API-model.
Positive criteria Above average companies are accepted to the portfolio; strict best-in-class approach
Negative criteria for stocks and corporate bonds Ethical and Social:
- tobacco
- weapons/armaments

- nuclear power

Negative criteria for government bonds n.s.
Research done by InHouse & CentreInfo

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis


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