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Bonhôte Strategies

Megatrend Equity ESG

This fund invests in future-facing themes while optimising the portfolio’s ESG rating.

These themes are tied to underlying and structural shifts in our societies, lifestyles and consumer habits.

These shifts are affecting the vast majority of the global population.

The companies selected by the fund are positioned to gain from these profitable trends over the long term.

Investment universe

Pierre-François Donzé

Contact Pierre-François Donzé, Head of Asset Management

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8 future-facing themes making up the investment universe at the fund’s inception:

  • durable

    Automation 
    50% of jobs could be automated

  • durable

    Digitalisation 
    Growing 2.5x faster than global GDP

  • durable

    Climate
    $755 billion invested, rising by up to sixfold out to 2030

  • assemblée générale

    Population ageing
    2.1 billion over 60 by 2050, equating to 21.8% of the population

  • durable

    Innovation
    Driving the change

  • durable

    Smart mobility
    Market worth over $1 trillion by 2030

  • durable

    Artificial intelligence
    Market outweighing the combined GDP of India and China by 2030

  • assemblée générale

    Millennial consumer patterns
    Millennials and their progeny to represent 72% of the global population in 2030

Investment philosophy

 

Investing in future-facing companies

Companies helping drive structural change are positively exposed to long-term growth trends. Megatrend combines investments across several themes to obtain:

  • better diversification
  • a more resilient portfolio

Selected for their high-quality balance sheets

Companies with excellent financial strength tend to outperform the market over the medium/long term.

Complying with the most stringent ESG standards

Focusing on companies demonstrating best practice in ESG adds value and reduces portfolio risk.

Investing in Megatrend means combining these factors to obtain the best that each one has to offer.

 

Meticulous portfolio construction

Processus

Fund ESG grade

The portfolio has a certified ESG grade of A-(1), far better than the ESG rating of its benchmark, the MSCI World Index (C+).

Certificat

 

Fund ESG report (PDF)

 

Brochure

 

Megatrend Equity ESG brochure (PDF)

 

This is an advertising issued by Banque Bonhôte & Cie SA. It does not constitute an offer nor a solicitation to subscribe or sell, nor even does constitute research, investment advice or a personal recommendation. All information provided in this document are indicative and may vary. The reference documents are the prospectus, factsheet and/or the key investor information documents. If performance data are mentioned, it should be noted that the past performance is no indication of current or future performance, and that performance data do not take account of the fees and costs incurred on the issuance and redemption of units. Megatrend Equity ESG is a subfund within Bonhôte Strategies, a Swiss-registered investment fund classified under “Other funds for traditional investments”. It has been approved by the Swiss Financial Market Supervisory Authority FINMA for offering in Switzerland to non-qualified investors. The prospectus, factsheet and/or the key investor information documents, the annual and semi-annual report can be obtained free of charge from the management company: CACEIS (Switzerland) SA, Route de Signy 35, CH-1260 Nyon, www.caceis.ch, and from the depositary. Latest NAV data can be found on the web platform of Swiss Fund Data AG (www.swissfunddata.ch). This fund may not be distributed outside Switzerland and may not be offered, sold or delivered within the United States of America or to persons who are US persons or who have their permanent residence or domicile there. The circulation of this document outside Switzerland, and the sale of this product to investors resident or domiciled outside Switzerland may be subject to restrictions or prohibitions under foreign law. It is the responsibility of the investor to seek prior information regarding their status in this respect and comply with all applicable laws and regulations. It is also recommended that investors consult qualified professional advisers, particularly in legal, financial and tax matters, to determine their status with respect to the desired investment.