Pictet bets on the sustainable economy

Pictet AM markets Pictet-Positive Change (Isin code: LU2478778868), an international equity fund invested either in companies that offer products and services in line with the United Nations Sustainable Development Goals (SDGs), or in companies who endeavor to adapt their products or services according to these objectives. The managers favor firms with a solid financial base and likely to outperform the indices. In this regard, companies that have made targeted alignment commitments will benefit from superior performance and upgrades. To control their improvements, measurability is the key element of the strategy. This is why transparent reporting is essential.

To assess the alignment of companies’ products and services with the United Nations SDGs, the investment team uses an innovative in-house developed natural language processing tool. It examines positive and negative alignments for each SDG against findings from a large database of academic research. It highlights weak points and potential areas for improvement, even for positively aligned companies.

Maximum entry fee: 5%; annual management fees: 1.2%; value of the share: 100 euros.

Investing opinion

We will wait for this fund to prove its worth before possibly recommending it. Indeed, funds managed with ethical considerations are legion and the current stock market context does not encourage people to rush to invest.