LUX IM Pictet Future Energy F Cap EUR

The Fund seeks to provide to provide capital growth over the long term through the investment in a diversified portfolio of transferable securities mainly issued by companies active and/or considered as leader in the transformation of the global energy sector. The Fund is managed actively and has no reference benchmark. The Fund essentially invest in equity securities issued by companies listed on stock exchanges (qualifying as Regulated Markets) without any limitations in terms of currency and market capitalisation - small and micro capitalisation companies will not represent more than 50% of the Fund's net assets. The Fund's exposure to emerging markets will not exceed 50% of its net assets. The Fund's portfolio construction process will focus on the entire value chain of the global energy transformation, encompassing, among others, clean energy production sources; renewable power generation; energy infrastructure and storage; energy efficiency solutions and infrastructure as well as technologies supporting the electrification of the industrial, transportation and heating sectors. The Fund may invest in American depositary receipts ("ADRs"), European depository receipts ("EDRs") and global depository receipts ("GDRs") up to 15% of the Fund's net assets. The Fund will not invest in financial instruments issued by companies active in the real estate sector nor in closed-ended real estate investment rusts ("REITS") nor in mortgage backed securities ("MBS"), asset backed securities ("ABS"), ollateralized loan obligations ("CLOs") and contingent convertible bonds ("CoCos"). Investments in distressed or default debt securities are not authorised. The Fund may also invest up to 10% of its net assets in target funds including Exchange Traded Funds (ETFs). The Fund may also invest up to 20% of its net assets in eligible transferable securities, such as exchange traded notes ("ETNs") . At inception of the Fund and for a period of maximum 6 months, the above desc

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No