Pictet Premium Brands


ISIN: LU0217139020
 
Bloomberg: NAV: 144.7 EUR +0.340%
Termsheet: Pictet
 
Management Fee: 1.60%
Expense Ratio: 2.00%
 
Currency: EUR
Asset Class: Equity Themes
Investment region: World
Replication:  
 
52-Week Range: 115.83 - 157.34
 
Performance:
YTD 1M 3M 1Y 3Y* 5Y*
13.50% 1.11% -1.15% 17.37% 14.59% 14.36%
* annualised performance
 
Dr. Costa's Rating:

Slightly different than the Clariden Leu Luxury Brands this fund by Pictet focuses on Premium Brands hence with a broader reach. The fund did benefit from the strong growth in this market and a good equities selection process undertaken by three managers.
The TER of 1.99% is not low but competitive in this market.

The transparency of the information provided and the various management commentary makes this one of the best funds with the highest rating.