Pictet Premium Brands


1.58%
ISIN: LU0217139020
 
Bloomberg: NAV: 97.14 EUR +1.580% (May 21)
Termsheet: Pictet
 
Management Fee: 1.60%
Expense Ratio: 1.92%
 
Currency: EUR
 
52-Week Range: 77.98 - 104.53
 
Performance:
YTD 1M 3M 1Y 3Y* 5Y*
9.63% -6.15% -2.8% -0.14% 24.48% 2.05%
* 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.