Pictet Asset Management (Pictet AM) has announced the launch of the Multi Solutions-Pictet Road To Megatrends 2028 II fund, the second edition of a systematic global thematic equity investment solution that gradually builds its exposure over four years. Domiciled in Luxembourg, under UCITS regulation, with daily valuation and liquidity and denominated in euros, the new fund is co-managed by Rafael Matamoros, Cyril Camilleri, and Xavier Aumagy.
According to the asset manager, the Multi Solutions-Pictet Road To Megatrends 2028 II initially provides high exposure to money markets and fixed income. The firm highlights that over four years, this exposure will be reduced on a quarterly basis and increased in global equities, eventually reaching 100% of the portfolio. “This approach optimizes market entry timing and reduces average volatility,” they assure.
The equity component will be divided into 80% thematic investments based on megatrends—with a strong focus on technology and the environment—and 20% allocated to a global investment strategy targeting large-cap listed companies with a sustainability component, aiming to outperform equity markets with lower downside risk.
For Gonzalo Rengifo, General Manager of Pictet AM in Iberia and LatAm, “this fund is designed to facilitate equity exposure for investors less inclined to take risks. It offers a systematic savings plan and mitigates the impact of economic cycles. In the medium term, it can generate higher returns than bank deposits, money market investments, or conventional fixed income.”
For Funds Society, Madrid
For Luca Paolini